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 9-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 | $48,503 | $99,640-51.3% | $86,436-43.9% | $134,475-63.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -15.61% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,366 | $4,400-23.5% | $3,769-10.7% | $4,740-29.0% |
| Participant deferral / active EE | $7,857 | $7,246+8.4% | $6,952+13.0% | $6,400+22.8% |
| Admin fee / account holder | $5,882 | $8,371-29.7% | $6,731-12.6% | $11,426-48.5% |