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 5-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 | $82,535 | $138,044-40.2% | $125,339-34.2% | $134,475-38.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.27% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $8,832 | $5,243+68.4% | $4,814+83.5% | $4,740+86.3% |
| Participant deferral / active EE | $6,463 | $7,799-17.1% | $7,446-13.2% | $6,400+1.0% |
| Admin fee / account holder | $10,087 | $11,571-12.8% | $10,010+0.8% | $11,426-11.7% |