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 | $108,830 | $160,055-32.0% | $140,016-22.3% | $135,375-19.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -1.33% | 911.38%-912.7pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,634 | $6,420-74.5% | $5,606-70.9% | $4,779-65.8% |
| Participant deferral / active EE | $6,459 | $7,642-15.5% | $6,927-6.8% | $5,609+15.2% |
| Admin fee / account holder | $1,158 | $13,328-91.3% | $10,705-89.2% | $10,827-89.3% |