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 | $70,369 | $138,044-49.0% | $125,339-43.9% | $134,475-47.7% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -18.47% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,430 | $5,243-53.7% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $4,253 | $7,799-45.5% | $7,446-42.9% | $6,400-33.5% |
| Admin fee / account holder | $939 | $11,571-91.9% | $10,010-90.6% | $11,426-91.8% |