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 | $120,618 | $180,449-33.2% | $154,107-21.7% | $135,375-10.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.72% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,798 | $6,035-53.6% | $5,298-47.2% | $4,779-41.4% |
| Participant deferral / active EE | $7,382 | $5,806+27.1% | $5,081+45.3% | $5,609+31.6% |
| Admin fee / account holder | $4,294 | $16,143-73.4% | $13,411-68.0% | $10,827-60.3% |