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 7-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 | $101,787 | $138,044-26.3% | $125,339-18.8% | $134,475-24.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.03% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,208 | $5,243-77.0% | $4,814-74.9% | $4,740-74.5% |
| Participant deferral / active EE | $5,060 | $7,799-35.1% | $7,446-32.0% | $6,400-20.9% |
| Admin fee / account holder | $1,616 | $11,571-86.0% | $10,010-83.9% | $11,426-85.9% |