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 | $27,563 | $138,044-80.0% | $125,339-78.0% | $134,475-79.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.32% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,318 | $5,243-36.7% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $6,407 | $7,799-17.8% | $7,446-14.0% | $6,400+0.1% |
| Admin fee / account holder | $3,471 | $11,571-70.0% | $10,010-65.3% | $11,426-69.6% |