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 | $49,981 | $138,044-63.8% | $125,339-60.1% | $134,475-62.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -14.95% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,509 | $5,243-52.1% | $4,814-47.9% | $4,740-47.1% |
| Participant deferral / active EE | $5,897 | $7,799-24.4% | $7,446-20.8% | $6,400-7.9% |
| Admin fee / account holder | $11,986 | $11,571+3.6% | $10,010+19.7% | $11,426+4.9% |