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 | $35,846 | $160,055-77.6% | $140,016-74.4% | $135,375-73.5% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.64% | 911.38%-918.0pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,132 | $6,420+11.1% | $5,606+27.2% | $4,779+49.2% |
| Participant deferral / active EE | $5,380 | $7,642-29.6% | $6,927-22.3% | $5,609-4.1% |
| Admin fee / account holder | $5,770 | $13,328-56.7% | $10,705-46.1% | $10,827-46.7% |