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 | $72,676 | $190,805-61.9% | $159,960-54.6% | $134,475-46.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.39% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,219 | $4,995+4.5% | $4,226+23.5% | $4,740+10.1% |
| Participant deferral / active EE | $13,433 | $6,923+94.0% | $6,182+117.3% | $6,400+109.9% |
| Admin fee / account holder | $354 | $10,471-96.6% | $8,698-95.9% | $11,426-96.9% |