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 | $27,295 | $138,044-80.2% | $125,339-78.2% | $134,475-79.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -10.96% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,253 | $5,243-57.0% | $4,814-53.2% | $4,740-52.5% |
| Participant deferral / active EE | $5,391 | $7,799-30.9% | $7,446-27.6% | $6,400-15.8% |
| Admin fee / account holder | $1,089 | $11,571-90.6% | $10,010-89.1% | $11,426-90.5% |