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 | $94,541 | $138,044-31.5% | $125,339-24.6% | $134,475-29.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.97% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,374 | $5,243-54.7% | $4,814-50.7% | $4,740-49.9% |
| Participant deferral / active EE | $11,317 | $7,799+45.1% | $7,446+52.0% | $6,400+76.8% |
| Admin fee / account holder | $6,669 | $11,571-42.4% | $10,010-33.4% | $11,426-41.6% |