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 | $81,919 | $180,449-54.6% | $154,107-46.8% | $135,375-39.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.11% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,507 | $6,035-41.9% | $5,298-33.8% | $4,779-26.6% |
| Participant deferral / active EE | $4,839 | $5,806-16.7% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $1,169 | $16,143-92.8% | $13,411-91.3% | $10,827-89.2% |