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 | $71,836 | $97,757-26.5% | $83,848-14.3% | $135,375-46.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.11% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,956 | $4,222-6.3% | $3,631+9.0% | $4,779-17.2% |
| Participant deferral / active EE | $3,710 | $4,682-20.8% | $4,082-9.1% | $5,609-33.9% |
| Admin fee / account holder | $3,202 | $6,674-52.0% | $5,478-41.6% | $10,827-70.4% |