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 | $54,932 | $97,757-43.8% | $83,848-34.5% | $135,375-59.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.58% | 1287.37%-1293.9pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,123 | $4,222+68.7% | $3,631+96.2% | $4,779+49.1% |
| Participant deferral / active EE | $4,358 | $4,682-6.9% | $4,082+6.8% | $5,609-22.3% |
| Admin fee / account holder | $3,917 | $6,674-41.3% | $5,478-28.5% | $10,827-63.8% |