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 | $88,735 | $99,640-10.9% | $86,436+2.7% | $134,475-34.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.24% | 6782.58%-6798.8pp | 4394.89%-4411.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,187 | $4,400-4.8% | $3,769+11.1% | $4,740-11.7% |
| Participant deferral / active EE | $6,401 | $7,246-11.7% | $6,952-7.9% | $6,4000% |
| Admin fee / account holder | $3,975 | $8,371-52.5% | $6,731-40.9% | $11,426-65.2% |