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 | $36,787 | $180,449-79.6% | $154,107-76.1% | $135,375-72.8% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -8.42% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,024 | $6,035-66.5% | $5,298-61.8% | $4,779-57.7% |
| Participant deferral / active EE | $5,151 | $5,806-11.3% | $5,081+1.4% | $5,609-8.2% |
| Admin fee / account holder | $2,987 | $16,143-81.5% | $13,411-77.7% | $10,827-72.4% |