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 | $78,422 | $135,635-42.2% | $110,238-28.9% | $135,375-42.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.72% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,432 | $4,906-70.8% | $3,826-62.6% | $4,779-70.0% |
| Participant deferral / active EE | $3,175 | $5,506-42.3% | $4,672-32.1% | $5,609-43.4% |
| Admin fee / account holder | $648 | $11,457-94.3% | $8,547-92.4% | $10,827-94.0% |