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 | $46,030 | $138,044-66.7% | $125,339-63.3% | $134,475-65.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.61% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,410 | $5,243-73.1% | $4,814-70.7% | $4,740-70.3% |
| Participant deferral / active EE | $3,475 | $7,799-55.4% | $7,446-53.3% | $6,400-45.7% |
| Admin fee / account holder | $33,371 | $11,571+188.4% | $10,010+233.4% | $11,426+192.1% |