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 | $41,733 | $180,449-76.9% | $154,107-72.9% | $135,375-69.2% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -6.39% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,265 | $6,035-62.5% | $5,298-57.2% | $4,779-52.6% |
| Participant deferral / active EE | $5,881 | $5,806+1.3% | $5,081+15.8% | $5,609+4.9% |
| Admin fee / account holder | $5,219 | $16,143-67.7% | $13,411-61.1% | $10,827-51.8% |