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 | $64,368 | $180,449-64.3% | $154,107-58.2% | $135,375-52.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.58% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,396 | $6,035-60.3% | $5,298-54.8% | $4,779-49.9% |
| Participant deferral / active EE | $5,088 | $5,806-12.4% | $5,081+0.1% | $5,609-9.3% |
| Admin fee / account holder | $4,318 | $16,143-73.2% | $13,411-67.8% | $10,827-60.1% |