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 | $35,692 | $190,805-81.3% | $159,960-77.7% | $134,475-73.5% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -11.03% | 552.23%-563.3pp | 408.60%-419.6pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,038 | $4,995-79.2% | $4,226-75.4% | $4,740-78.1% |
| Participant deferral / active EE | $2,267 | $6,923-67.3% | $6,182-63.3% | $6,400-64.6% |
| Admin fee / account holder | $678 | $10,471-93.5% | $8,698-92.2% | $11,426-94.1% |