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 | $99,030 | $138,044-28.3% | $125,339-21.0% | $134,475-26.4% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -18.16% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,459 | $5,243-72.2% | $4,814-69.7% | $4,740-69.2% |
| Participant deferral / active EE | $3,282 | $7,799-57.9% | $7,446-55.9% | $6,400-48.7% |
| Admin fee / account holder | $7,255 | $11,571-37.3% | $10,010-27.5% | $11,426-36.5% |