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 | $24,770 | $190,805-87.0% | $159,960-84.5% | $134,475-81.6% |
| Participation rate | 84.6% | 81.9%+2.7pp | 78.0%+6.7pp | 81.2%+3.4pp |
| Annual return | -13.91% | 552.23%-566.1pp | 408.60%-422.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,730 | $4,995-25.3% | $4,226-11.7% | $4,740-21.3% |
| Participant deferral / active EE | $3,090 | $6,923-55.4% | $6,182-50.0% | $6,400-51.7% |
| Admin fee / account holder | $2,665 | $10,471-74.5% | $8,698-69.4% | $11,426-76.7% |