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 7-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 | $122,001 | $138,044-11.6% | $125,339-2.7% | $134,475-9.3% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -17.31% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,953 | $5,243+13.5% | $4,814+23.7% | $4,740+25.6% |
| Participant deferral / active EE | $8,969 | $7,799+15.0% | $7,446+20.5% | $6,400+40.2% |
| Admin fee / account holder | $4,520 | $11,571-60.9% | $10,010-54.8% | $11,426-60.4% |