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 | $53,942 | $90,600-40.5% | $79,464-32.1% | $135,375-60.2% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -6.68% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,029 | $3,068-1.3% | $2,800+8.2% | $4,779-36.6% |
| Participant deferral / active EE | $3,441 | $4,050-15.1% | $3,704-7.1% | $5,609-38.7% |
| Admin fee / account holder | $323 | $5,907-94.5% | $5,113-93.7% | $10,827-97.0% |