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 | $58,302 | $180,449-67.7% | $154,107-62.2% | $135,375-56.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.37% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,049 | $6,035-66.0% | $5,298-61.3% | $4,779-57.1% |
| Participant deferral / active EE | $2,272 | $5,806-60.9% | $5,081-55.3% | $5,609-59.5% |
| Admin fee / account holder | $524 | $16,143-96.8% | $13,411-96.1% | $10,827-95.2% |