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 | $30,927 | $138,065-77.6% | $123,544-75.0% | $135,375-77.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.12% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,417 | $5,151-53.1% | $4,628-47.8% | $4,779-49.4% |
| Participant deferral / active EE | $7,666 | $6,799+12.8% | $6,426+19.3% | $5,609+36.7% |
| Admin fee / account holder | $1,240 | $10,916-88.6% | $9,284-86.6% | $10,827-88.5% |