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 | $81,610 | $138,044-40.9% | $125,339-34.9% | $134,475-39.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.66% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,452 | $5,243+4.0% | $4,814+13.3% | $4,740+15.0% |
| Participant deferral / active EE | $9,038 | $7,799+15.9% | $7,446+21.4% | $6,400+41.2% |
| Admin fee / account holder | $450 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |