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 | $40,082 | $138,044-71.0% | $125,339-68.0% | $134,475-70.2% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -20.32% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,969 | $5,243-24.3% | $4,814-17.5% | $4,740-16.3% |
| Participant deferral / active EE | $5,823 | $7,799-25.3% | $7,446-21.8% | $6,400-9.0% |
| Admin fee / account holder | $6,412 | $11,571-44.6% | $10,010-35.9% | $11,426-43.9% |