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 | $73,872 | $190,805-61.3% | $159,960-53.8% | $134,475-45.1% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -12.98% | 552.23%-565.2pp | 408.60%-421.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,556 | $4,995-48.8% | $4,226-39.5% | $4,740-46.1% |
| Participant deferral / active EE | $3,804 | $6,923-45.1% | $6,182-38.5% | $6,400-40.6% |
| Admin fee / account holder | $5,467 | $10,471-47.8% | $8,698-37.1% | $11,426-52.2% |