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 | $35,585 | $99,640-64.3% | $86,436-58.8% | $134,475-73.5% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.46% | 6782.58%-6800.0pp | 4394.89%-4412.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,802 | $4,400-59.0% | $3,769-52.2% | $4,740-62.0% |
| Participant deferral / active EE | $3,156 | $7,246-56.5% | $6,952-54.6% | $6,400-50.7% |
| Admin fee / account holder | $1,281 | $8,371-84.7% | $6,731-81.0% | $11,426-88.8% |