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 | $73,395 | $180,449-59.3% | $154,107-52.4% | $135,375-45.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.39% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,882 | $6,035-68.8% | $5,298-64.5% | $4,779-60.6% |
| Participant deferral / active EE | $3,753 | $5,806-35.4% | $5,081-26.1% | $5,609-33.1% |
| Admin fee / account holder | $304 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |