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 | $166,695 | $180,449-7.6% | $154,107+8.2% | $135,375+23.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -3.64% | 888.09%-891.7pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,662 | $6,035-72.5% | $5,298-68.6% | $4,779-65.2% |
| Participant deferral / active EE | $7,014 | $5,806+20.8% | $5,081+38.1% | $5,609+25.0% |
| Admin fee / account holder | $1,271 | $16,143-92.1% | $13,411-90.5% | $10,827-88.3% |