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 | $45,459 | $138,044-67.1% | $125,339-63.7% | $134,475-66.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -17.92% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,875 | $5,243-64.2% | $4,814-61.1% | $4,740-60.4% |
| Participant deferral / active EE | $6,207 | $7,799-20.4% | $7,446-16.6% | $6,400-3.0% |
| Admin fee / account holder | $2,352 | $11,571-79.7% | $10,010-76.5% | $11,426-79.4% |