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 | $64,514 | $190,805-66.2% | $159,960-59.7% | $134,475-52.0% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -10.36% | 552.23%-562.6pp | 408.60%-419.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,736 | $4,995-65.2% | $4,226-58.9% | $4,740-63.4% |
| Participant deferral / active EE | $3,263 | $6,923-52.9% | $6,182-47.2% | $6,400-49.0% |
| Admin fee / account holder | $34,414 | $10,471+228.7% | $8,698+295.7% | $11,426+201.2% |