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 | $119,147 | $138,044-13.7% | $125,339-4.9% | $134,475-11.4% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.57% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,882 | $5,243-26.0% | $4,814-19.3% | $4,740-18.1% |
| Participant deferral / active EE | $11,732 | $7,799+50.4% | $7,446+57.6% | $6,400+83.3% |
| Admin fee / account holder | $5,993 | $11,571-48.2% | $10,010-40.1% | $11,426-47.5% |