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 | $26,025 | $99,640-73.9% | $86,436-69.9% | $134,475-80.6% |
| Participation rate | 81.3% | 82.0%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -9.33% | 6782.58%-6791.9pp | 4394.89%-4404.2pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,475 | $4,400-43.8% | $3,769-34.3% | $4,740-47.8% |
| Participant deferral / active EE | $5,504 | $7,246-24.0% | $6,952-20.8% | $6,400-14.0% |
| Admin fee / account holder | $850 | $8,371-89.9% | $6,731-87.4% | $11,426-92.6% |