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 | $72,878 | $190,805-61.8% | $159,960-54.4% | $134,475-45.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.99% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,983 | $4,995-40.3% | $4,226-29.4% | $4,740-37.1% |
| Participant deferral / active EE | $5,916 | $6,923-14.6% | $6,182-4.3% | $6,400-7.6% |
| Admin fee / account holder | $3,276 | $10,471-68.7% | $8,698-62.3% | $11,426-71.3% |