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 6-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 | $32,293 | $138,044-76.6% | $125,339-74.2% | $134,475-76.0% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -15.40% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,955 | $5,243-62.7% | $4,814-59.4% | $4,740-58.8% |
| Participant deferral / active EE | $3,160 | $7,799-59.5% | $7,446-57.6% | $6,400-50.6% |
| Admin fee / account holder | $1,346 | $11,571-88.4% | $10,010-86.6% | $11,426-88.2% |