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 | $116,392 | $180,449-35.5% | $154,107-24.5% | $135,375-14.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.45% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,708 | $6,035-55.1% | $5,298-48.9% | $4,779-43.3% |
| Participant deferral / active EE | $7,605 | $5,806+31.0% | $5,081+49.7% | $5,609+35.6% |
| Admin fee / account holder | $1,152 | $16,143-92.9% | $13,411-91.4% | $10,827-89.4% |