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 6-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 | $63,810 | $106,543-40.1% | $91,220-30.0% | $134,475-52.5% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -19.46% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,365 | $3,331-29.0% | $2,850-17.0% | $4,740-50.1% |
| Participant deferral / active EE | $9,796 | $4,719+107.6% | $4,234+131.4% | $6,400+53.1% |
| Admin fee / account holder | $1,331 | $6,231-78.6% | $5,420-75.4% | $11,426-88.4% |