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 | $54,634 | $180,449-69.7% | $154,107-64.5% | $135,375-59.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.85% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,287 | $6,035-62.1% | $5,298-56.8% | $4,779-52.2% |
| Participant deferral / active EE | $5,315 | $5,806-8.5% | $5,081+4.6% | $5,609-5.2% |
| Admin fee / account holder | $15,107 | $16,143-6.4% | $13,411+12.6% | $10,827+39.5% |