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 | $105,835 | $138,044-23.3% | $125,339-15.6% | $134,475-21.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.69% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,492 | $5,243-71.5% | $4,814-69.0% | $4,740-68.5% |
| Participant deferral / active EE | $7,221 | $7,799-7.4% | $7,446-3.0% | $6,400+12.8% |
| Admin fee / account holder | $18,499 | $11,571+59.9% | $10,010+84.8% | $11,426+61.9% |