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 5-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 | $60,275 | $138,044-56.3% | $125,339-51.9% | $134,475-55.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.40% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,963 | $5,243+13.7% | $4,814+23.9% | $4,740+25.8% |
| Participant deferral / active EE | $10,699 | $7,799+37.2% | $7,446+43.7% | $6,400+67.2% |
| Admin fee / account holder | $743 | $11,571-93.6% | $10,010-92.6% | $11,426-93.5% |