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 | $85,882 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -19.88% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,295 | $5,243-56.2% | $4,814-52.3% | $4,740-51.6% |
| Participant deferral / active EE | $9,419 | $7,799+20.8% | $7,446+26.5% | $6,400+47.2% |
| Admin fee / account holder | $780 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |