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 | $49,675 | $138,044-64.0% | $125,339-60.4% | $134,475-63.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.31% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,505 | $5,243-52.2% | $4,814-48.0% | $4,740-47.1% |
| Participant deferral / active EE | $5,584 | $7,799-28.4% | $7,446-25.0% | $6,400-12.7% |
| Admin fee / account holder | $2,329 | $11,571-79.9% | $10,010-76.7% | $11,426-79.6% |