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 9-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 | $61,625 | $138,044-55.4% | $125,339-50.8% | $134,475-54.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -19.28% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,094 | $5,243-60.1% | $4,814-56.5% | $4,740-55.8% |
| Participant deferral / active EE | $3,174 | $7,799-59.3% | $7,446-57.4% | $6,400-50.4% |
| Admin fee / account holder | $10,374 | $11,571-10.4% | $10,010+3.6% | $11,426-9.2% |