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 | $58,354 | $97,757-40.3% | $83,848-30.4% | $135,375-56.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.19% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,827 | $4,222-56.7% | $3,631-49.7% | $4,779-61.8% |
| Participant deferral / active EE | $7,106 | $4,682+51.8% | $4,082+74.1% | $5,609+26.7% |
| Admin fee / account holder | $1,910 | $6,674-71.4% | $5,478-65.1% | $10,827-82.4% |