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 | $85,184 | $190,805-55.4% | $159,960-46.7% | $134,475-36.7% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -14.42% | 552.23%-566.7pp | 408.60%-423.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,146 | $4,995-37.0% | $4,226-25.6% | $4,740-33.6% |
| Participant deferral / active EE | $7,598 | $6,923+9.7% | $6,182+22.9% | $6,400+18.7% |
| Admin fee / account holder | $902 | $10,471-91.4% | $8,698-89.6% | $11,426-92.1% |