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 | $63,681 | $138,044-53.9% | $125,339-49.2% | $134,475-52.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -17.31% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,638 | $5,243+7.5% | $4,814+17.1% | $4,740+19.0% |
| Participant deferral / active EE | $6,265 | $7,799-19.7% | $7,446-15.9% | $6,400-2.1% |
| Admin fee / account holder | $103,405 | $11,571+793.6% | $10,010+933.1% | $11,426+805.0% |