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 7-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 | $15,843 | $138,044-88.5% | $125,339-87.4% | $134,475-88.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.59% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,316 | $5,243-55.8% | $4,814-51.9% | $4,740-51.1% |
| Participant deferral / active EE | $5,533 | $7,799-29.1% | $7,446-25.7% | $6,400-13.5% |
| Admin fee / account holder | $1,765 | $11,571-84.7% | $10,010-82.4% | $11,426-84.6% |