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 | $46,803 | $138,044-66.1% | $125,339-62.7% | $134,475-65.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.15% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,163 | $5,243-20.6% | $4,814-13.5% | $4,740-12.2% |
| Participant deferral / active EE | $7,226 | $7,799-7.3% | $7,446-3.0% | $6,400+12.9% |
| Admin fee / account holder | $1,888 | $11,571-83.7% | $10,010-81.1% | $11,426-83.5% |