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 | $72,733 | $180,449-59.7% | $154,107-52.8% | $135,375-46.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.34% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,782 | $6,035-53.9% | $5,298-47.5% | $4,779-41.8% |
| Participant deferral / active EE | $9,202 | $5,806+58.5% | $5,081+81.1% | $5,609+64.1% |
| Admin fee / account holder | $473 | $16,143-97.1% | $13,411-96.5% | $10,827-95.6% |