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 6-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 | $118,522 | $138,044-14.1% | $125,339-5.4% | $134,475-11.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.01% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,969 | $5,243-24.3% | $4,814-17.5% | $4,740-16.3% |
| Participant deferral / active EE | $7,429 | $7,799-4.7% | $7,446-0.2% | $6,400+16.1% |
| Admin fee / account holder | $3,048 | $11,571-73.7% | $10,010-69.5% | $11,426-73.3% |