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 | $27,322 | $138,044-80.2% | $125,339-78.2% | $134,475-79.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.70% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,185 | $5,243-20.2% | $4,814-13.1% | $4,740-11.7% |
| Participant deferral / active EE | $7,659 | $7,799-1.8% | $7,446+2.8% | $6,400+19.7% |
| Admin fee / account holder | $1,604 | $11,571-86.1% | $10,010-84.0% | $11,426-86.0% |