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 8-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 | $59,126 | $97,757-39.5% | $83,848-29.5% | $135,375-56.3% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -4.30% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $735 | $4,222-82.6% | $3,631-79.8% | $4,779-84.6% |
| Participant deferral / active EE | $3,201 | $4,682-31.6% | $4,082-21.6% | $5,609-42.9% |
| Admin fee / account holder | $10,960 | $6,674+64.2% | $5,478+100.1% | $10,827+1.2% |