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 | $30,197 | $180,449-83.3% | $154,107-80.4% | $135,375-77.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.59% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,767 | $6,035-37.6% | $5,298-28.9% | $4,779-21.2% |
| Participant deferral / active EE | $2,807 | $5,806-51.7% | $5,081-44.7% | $5,609-49.9% |
| Admin fee / account holder | $2,854 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |