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 9-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 | $59,258 | $168,632-64.9% | $147,614-59.9% | $125,391-52.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.73% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $4,409 | $6,252-29.5% | $5,564-20.8% | $4,866-9.4% |
| Participant deferral / active EE | $2,923 | $5,507-46.9% | $4,895-40.3% | $5,352-45.4% |
| Admin fee / account holder | $8,764 | $13,580-35.5% | $11,611-24.5% | $9,540-8.1% |