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 8-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 | $51,342 | $99,640-48.5% | $86,436-40.6% | $134,475-61.8% |
| Participation rate | 87.0% | 82.0%+4.9pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -19.23% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,625 | $4,400-17.6% | $3,769-3.8% | $4,740-23.5% |
| Participant deferral / active EE | $5,398 | $7,246-25.5% | $6,952-22.3% | $6,400-15.7% |
| Admin fee / account holder | $762 | $8,371-90.9% | $6,731-88.7% | $11,426-93.3% |