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 | $49,069 | $138,044-64.5% | $125,339-60.9% | $134,475-63.5% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -11.51% | 750.33%-761.8pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,770 | $5,243-66.3% | $4,814-63.2% | $4,740-62.7% |
| Participant deferral / active EE | $5,230 | $7,799-32.9% | $7,446-29.8% | $6,400-18.3% |
| Admin fee / account holder | $1,979 | $11,571-82.9% | $10,010-80.2% | $11,426-82.7% |