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 10-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 | $47,842 | $138,044-65.3% | $125,339-61.8% | $134,475-64.4% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -18.61% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,233 | $5,243-57.4% | $4,814-53.6% | $4,740-52.9% |
| Participant deferral / active EE | $4,250 | $7,799-45.5% | $7,446-42.9% | $6,400-33.6% |
| Admin fee / account holder | $3,555 | $11,571-69.3% | $10,010-64.5% | $11,426-68.9% |