See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,894 | $97,757-71.5% | $83,848-66.7% | $135,375-79.4% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -4.76% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,518 | $4,222-64.0% | $3,631-58.2% | $4,779-68.2% |
| Participant deferral / active EE | $1,586 | $4,682-66.1% | $4,082-61.1% | $5,609-71.7% |
| Admin fee / account holder | $1,402 | $6,674-79.0% | $5,478-74.4% | $10,827-87.1% |