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 | $38,621 | $97,757-60.5% | $83,848-53.9% | $135,375-71.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.06% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,479 | $4,222+29.8% | $3,631+50.9% | $4,779+14.6% |
| Participant deferral / active EE | $3,083 | $4,682-34.1% | $4,082-24.5% | $5,609-45.0% |
| Admin fee / account holder | $2,386 | $6,674-64.2% | $5,478-56.4% | $10,827-78.0% |