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 7-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 | $30,785 | $138,044-77.7% | $125,339-75.4% | $134,475-77.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -20.01% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,934 | $5,243-63.1% | $4,814-59.8% | $4,740-59.2% |
| Participant deferral / active EE | $6,322 | $7,799-18.9% | $7,446-15.1% | $6,400-1.2% |
| Admin fee / account holder | $8,050 | $11,571-30.4% | $10,010-19.6% | $11,426-29.5% |