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 | $36,230 | $180,449-79.9% | $154,107-76.5% | $135,375-73.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.08% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,167 | $6,035-31.0% | $5,298-21.3% | $4,779-12.8% |
| Participant deferral / active EE | $8,440 | $5,806+45.4% | $5,081+66.1% | $5,609+50.5% |
| Admin fee / account holder | $8,192 | $16,143-49.2% | $13,411-38.9% | $10,827-24.3% |