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 10-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 | $42,329 | $160,055-73.6% | $140,016-69.8% | $135,375-68.7% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -0.05% | 911.38%-911.4pp | 651.12%-651.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,569 | $6,420-75.6% | $5,606-72.0% | $4,779-67.2% |
| Participant deferral / active EE | $4,155 | $7,642-45.6% | $6,927-40.0% | $5,609-25.9% |
| Admin fee / account holder | $594 | $13,328-95.5% | $10,705-94.4% | $10,827-94.5% |