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 | $53,885 | $138,044-61.0% | $125,339-57.0% | $134,475-59.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.90% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,811 | $5,243-27.3% | $4,814-20.8% | $4,740-19.6% |
| Participant deferral / active EE | $8,559 | $7,799+9.7% | $7,446+14.9% | $6,400+33.7% |
| Admin fee / account holder | $4,117 | $11,571-64.4% | $10,010-58.9% | $11,426-64.0% |