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 | $12,835 | $106,543-88.0% | $91,220-85.9% | $134,475-90.5% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -10.14% | 160.60%-170.7pp | 114.01%-124.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,945 | $3,331-41.6% | $2,850-31.8% | $4,740-59.0% |
| Participant deferral / active EE | $4,911 | $4,719+4.1% | $4,234+16.0% | $6,400-23.3% |
| Admin fee / account holder | $47,005 | $6,231+654.4% | $5,420+767.3% | $11,426+311.4% |