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 5-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 | $40,817 | $99,640-59.0% | $86,436-52.8% | $134,475-69.6% |
| Participation rate | 78.9% | 82.0%-3.1pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -19.27% | 6782.58%-6801.8pp | 4394.89%-4414.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,504 | $4,400-43.1% | $3,769-33.5% | $4,740-47.2% |
| Participant deferral / active EE | $4,086 | $7,246-43.6% | $6,952-41.2% | $6,400-36.2% |
| Admin fee / account holder | $1,230 | $8,371-85.3% | $6,731-81.7% | $11,426-89.2% |