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 7-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 | $51,312 | $138,044-62.8% | $125,339-59.1% | $134,475-61.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.26% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $8,397 | $5,243+60.1% | $4,814+74.4% | $4,740+77.2% |
| Participant deferral / active EE | $4,594 | $7,799-41.1% | $7,446-38.3% | $6,400-28.2% |
| Admin fee / account holder | $720 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |