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 | $103,744 | $138,044-24.8% | $125,339-17.2% | $134,475-22.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.26% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,824 | $5,243-65.2% | $4,814-62.1% | $4,740-61.5% |
| Participant deferral / active EE | $13,841 | $7,799+77.5% | $7,446+85.9% | $6,400+116.3% |
| Admin fee / account holder | $746 | $11,571-93.5% | $10,010-92.5% | $11,426-93.5% |