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 | $48,425 | $138,044-64.9% | $125,339-61.4% | $134,475-64.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.41% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,854 | $5,243-64.6% | $4,814-61.5% | $4,740-60.9% |
| Participant deferral / active EE | $6,869 | $7,799-11.9% | $7,446-7.8% | $6,400+7.3% |
| Admin fee / account holder | $1,685 | $11,571-85.4% | $10,010-83.2% | $11,426-85.3% |