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 8-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 | $32,653 | $90,600-64.0% | $79,464-58.9% | $135,375-75.9% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -9.03% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,805 | $3,068-41.2% | $2,800-35.6% | $4,779-62.2% |
| Participant deferral / active EE | $2,537 | $4,050-37.4% | $3,704-31.5% | $5,609-54.8% |
| Admin fee / account holder | $2,697 | $5,907-54.3% | $5,113-47.3% | $10,827-75.1% |