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 | $120,027 | $138,044-13.1% | $125,339-4.2% | $134,475-10.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -11.02% | 750.33%-761.3pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,740 | $5,243-47.8% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $12,119 | $7,799+55.4% | $7,446+62.7% | $6,400+89.4% |
| Admin fee / account holder | $5,564 | $11,571-51.9% | $10,010-44.4% | $11,426-51.3% |