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 | $40,119 | $138,065-70.9% | $123,544-67.5% | $135,375-70.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,756 | $5,151-46.5% | $4,628-40.5% | $4,779-42.3% |
| Participant deferral / active EE | $5,681 | $6,799-16.4% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $1,461 | $10,916-86.6% | $9,284-84.3% | $10,827-86.5% |