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 | $83,943 | $138,044-39.2% | $125,339-33.0% | $134,475-37.6% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -14.68% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,003 | $5,243-42.7% | $4,814-37.6% | $4,740-36.6% |
| Participant deferral / active EE | $4,047 | $7,799-48.1% | $7,446-45.7% | $6,400-36.8% |
| Admin fee / account holder | $1,929 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |