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 | $26,094 | $190,805-86.3% | $159,960-83.7% | $134,475-80.6% |
| Participation rate | 93.8% | 81.9%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -14.20% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $6,466 | $4,995+29.4% | $4,226+53.0% | $4,740+36.4% |
| Participant deferral / active EE | $5,896 | $6,923-14.8% | $6,182-4.6% | $6,400-7.9% |
| Admin fee / account holder | $11,375 | $10,471+8.6% | $8,698+30.8% | $11,426-0.4% |