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 | $27,868 | $138,065-79.8% | $123,544-77.4% | $135,375-79.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.47% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,109 | $5,151-59.1% | $4,628-54.4% | $4,779-55.9% |
| Participant deferral / active EE | $3,657 | $6,799-46.2% | $6,426-43.1% | $5,609-34.8% |
| Admin fee / account holder | $5,366 | $10,916-50.8% | $9,284-42.2% | $10,827-50.4% |