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 | $29,283 | $138,065-78.8% | $123,544-76.3% | $135,375-78.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.80% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,814 | $5,151-64.8% | $4,628-60.8% | $4,779-62.0% |
| Participant deferral / active EE | $5,357 | $6,799-21.2% | $6,426-16.6% | $5,609-4.5% |
| Admin fee / account holder | $6,667 | $10,916-38.9% | $9,284-28.2% | $10,827-38.4% |