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 | $95,969 | $190,805-49.7% | $159,960-40.0% | $134,475-28.6% |
| Participation rate | 78.9% | 81.9%-3.0pp | 78.0%+1.0pp | 81.2%-2.3pp |
| Annual return | -18.98% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,166 | $4,995-36.6% | $4,226-25.1% | $4,740-33.2% |
| Participant deferral / active EE | $11,236 | $6,923+62.3% | $6,182+81.7% | $6,400+75.6% |
| Admin fee / account holder | $23,128 | $10,471+120.9% | $8,698+165.9% | $11,426+102.4% |