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 | $91,727 | $138,065-33.6% | $123,544-25.8% | $135,375-32.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.73% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,184 | $5,151-38.2% | $4,628-31.2% | $4,779-33.4% |
| Participant deferral / active EE | $13,115 | $6,799+92.9% | $6,426+104.1% | $5,609+133.8% |
| Admin fee / account holder | $13,058 | $10,916+19.6% | $9,284+40.7% | $10,827+20.6% |