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 | $40,961 | $138,044-70.3% | $125,339-67.3% | $134,475-69.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.12% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,105 | $5,243-59.8% | $4,814-56.3% | $4,740-55.6% |
| Participant deferral / active EE | $8,094 | $7,799+3.8% | $7,446+8.7% | $6,400+26.5% |
| Admin fee / account holder | $638 | $11,571-94.5% | $10,010-93.6% | $11,426-94.4% |