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 | $52,474 | $138,065-62.0% | $123,544-57.5% | $135,375-61.2% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -7.63% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,127 | $5,151-58.7% | $4,628-54.0% | $4,779-55.5% |
| Participant deferral / active EE | $5,138 | $6,799-24.4% | $6,426-20.0% | $5,609-8.4% |
| Admin fee / account holder | $8,826 | $10,916-19.1% | $9,284-4.9% | $10,827-18.5% |