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 | $80,965 | $138,044-41.3% | $125,339-35.4% | $134,475-39.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.45% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $5,669 | $5,243+8.1% | $4,814+17.8% | $4,740+19.6% |
| Participant deferral / active EE | $8,769 | $7,799+12.4% | $7,446+17.8% | $6,400+37.0% |
| Admin fee / account holder | $9,855 | $11,571-14.8% | $10,010-1.5% | $11,426-13.7% |