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 5-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 | $73,604 | $138,044-46.7% | $125,339-41.3% | $134,475-45.3% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.79% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,069 | $5,243-3.3% | $4,814+5.3% | $4,740+7.0% |
| Participant deferral / active EE | $12,632 | $7,799+62.0% | $7,446+69.6% | $6,400+97.4% |
| Admin fee / account holder | $3,241 | $11,571-72.0% | $10,010-67.6% | $11,426-71.6% |