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 | $39,110 | $106,543-63.3% | $91,220-57.1% | $134,475-70.9% |
| Participation rate | 70.6% | 76.8%-6.2pp | 73.2%-2.6pp | 81.2%-10.6pp |
| Annual return | -19.97% | 160.60%-180.6pp | 114.01%-134.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,210 | $3,331-33.6% | $2,850-22.4% | $4,740-53.4% |
| Participant deferral / active EE | $1,400 | $4,719-70.3% | $4,234-66.9% | $6,400-78.1% |
| Admin fee / account holder | $2,045 | $6,231-67.2% | $5,420-62.3% | $11,426-82.1% |