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 6-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 | $68,908 | $99,640-30.8% | $86,436-20.3% | $134,475-48.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.15% | 6782.58%-6799.7pp | 4394.89%-4412.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,343 | $4,400-24.0% | $3,769-11.3% | $4,740-29.5% |
| Participant deferral / active EE | $11,499 | $7,246+58.7% | $6,952+65.4% | $6,400+79.7% |
| Admin fee / account holder | $459 | $8,371-94.5% | $6,731-93.2% | $11,426-96.0% |