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 | $39,162 | $138,044-71.6% | $125,339-68.8% | $134,475-70.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.74% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,930 | $5,243-63.2% | $4,814-59.9% | $4,740-59.3% |
| Participant deferral / active EE | $4,711 | $7,799-39.6% | $7,446-36.7% | $6,400-26.4% |
| Admin fee / account holder | $745 | $11,571-93.6% | $10,010-92.6% | $11,426-93.5% |