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 | $76,701 | $180,449-57.5% | $154,107-50.2% | $135,375-43.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.69% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,909 | $6,035-51.8% | $5,298-45.1% | $4,779-39.1% |
| Participant deferral / active EE | $9,551 | $5,806+64.5% | $5,081+88.0% | $5,609+70.3% |
| Admin fee / account holder | $2,121 | $16,143-86.9% | $13,411-84.2% | $10,827-80.4% |