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 | $41,956 | $138,044-69.6% | $125,339-66.5% | $134,475-68.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.34% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,127 | $5,243-78.5% | $4,814-76.6% | $4,740-76.2% |
| Participant deferral / active EE | $6,490 | $7,799-16.8% | $7,446-12.8% | $6,400+1.4% |
| Admin fee / account holder | $860 | $11,571-92.6% | $10,010-91.4% | $11,426-92.5% |