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 | $71,154 | $97,757-27.2% | $83,848-15.1% | $135,375-47.4% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -7.62% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,714 | $4,222-35.7% | $3,631-25.3% | $4,779-43.2% |
| Participant deferral / active EE | $3,762 | $4,682-19.6% | $4,082-7.8% | $5,609-32.9% |
| Admin fee / account holder | $406 | $6,674-93.9% | $5,478-92.6% | $10,827-96.3% |