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 | $48,807 | $180,449-73.0% | $154,107-68.3% | $135,375-63.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -1.97% | 888.09%-890.1pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,284 | $6,035-78.7% | $5,298-75.8% | $4,779-73.1% |
| Participant deferral / active EE | $2,992 | $5,806-48.5% | $5,081-41.1% | $5,609-46.7% |
| Admin fee / account holder | $1,036 | $16,143-93.6% | $13,411-92.3% | $10,827-90.4% |