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 | $45,321 | $138,065-67.2% | $123,544-63.3% | $135,375-66.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.49% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,025 | $5,151-60.7% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $8,395 | $6,799+23.5% | $6,426+30.6% | $5,609+49.7% |
| Admin fee / account holder | $706 | $10,916-93.5% | $9,284-92.4% | $10,827-93.5% |