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 | $95,773 | $180,449-46.9% | $154,107-37.9% | $135,375-29.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.49% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,062 | $6,035-65.8% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $5,711 | $5,806-1.6% | $5,081+12.4% | $5,609+1.8% |
| Admin fee / account holder | $1,277 | $16,143-92.1% | $13,411-90.5% | $10,827-88.2% |