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 | $28,245 | $138,044-79.5% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -18.86% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,775 | $5,243-47.1% | $4,814-42.3% | $4,740-41.4% |
| Participant deferral / active EE | $5,522 | $7,799-29.2% | $7,446-25.8% | $6,400-13.7% |
| Admin fee / account holder | $511 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |