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 | $70,799 | $138,044-48.7% | $125,339-43.5% | $134,475-47.4% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -14.84% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,431 | $5,243-34.6% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $9,163 | $7,799+17.5% | $7,446+23.1% | $6,400+43.2% |
| Admin fee / account holder | $2,595 | $11,571-77.6% | $10,010-74.1% | $11,426-77.3% |