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 | $27,469 | $138,065-80.1% | $123,544-77.8% | $135,375-79.7% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -7.39% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,749 | $5,151-66.1% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $4,827 | $6,799-29.0% | $6,426-24.9% | $5,609-13.9% |
| Admin fee / account holder | $3,206 | $10,916-70.6% | $9,284-65.5% | $10,827-70.4% |