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 | $28,476 | $138,044-79.4% | $125,339-77.3% | $134,475-78.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,948 | $5,243-62.9% | $4,814-59.5% | $4,740-58.9% |
| Participant deferral / active EE | $6,006 | $7,799-23.0% | $7,446-19.3% | $6,400-6.2% |
| Admin fee / account holder | $8,202 | $11,571-29.1% | $10,010-18.1% | $11,426-28.2% |