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 | $90,768 | $180,449-49.7% | $154,107-41.1% | $135,375-33.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -2.49% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,661 | $6,035-72.5% | $5,298-68.7% | $4,779-65.3% |
| Participant deferral / active EE | $2,625 | $5,806-54.8% | $5,081-48.3% | $5,609-53.2% |
| Admin fee / account holder | $742 | $16,143-95.4% | $13,411-94.5% | $10,827-93.1% |