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 | $37,826 | $99,640-62.0% | $86,436-56.2% | $134,475-71.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.47% | 6782.58%-6800.0pp | 4394.89%-4412.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,590 | $4,400-63.9% | $3,769-57.8% | $4,740-66.5% |
| Participant deferral / active EE | $5,778 | $7,246-20.3% | $6,952-16.9% | $6,400-9.7% |
| Admin fee / account holder | $749 | $8,371-91.1% | $6,731-88.9% | $11,426-93.4% |