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 | $39,877 | $138,044-71.1% | $125,339-68.2% | $134,475-70.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.66% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,216 | $5,243-57.7% | $4,814-54.0% | $4,740-53.2% |
| Participant deferral / active EE | $3,959 | $7,799-49.2% | $7,446-46.8% | $6,400-38.1% |
| Admin fee / account holder | $651 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |