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 | $44,973 | $106,543-57.8% | $91,220-50.7% | $134,475-66.6% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -18.23% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,016 | $3,331-69.5% | $2,850-64.4% | $4,740-78.6% |
| Participant deferral / active EE | $1,844 | $4,719-60.9% | $4,234-56.4% | $6,400-71.2% |
| Admin fee / account holder | $557 | $6,231-91.1% | $5,420-89.7% | $11,426-95.1% |