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 | $63,414 | $180,449-64.9% | $154,107-58.9% | $135,375-53.2% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -6.41% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,906 | $6,035+14.4% | $5,298+30.4% | $4,779+44.5% |
| Participant deferral / active EE | $4,399 | $5,806-24.2% | $5,081-13.4% | $5,609-21.6% |
| Admin fee / account holder | $330 | $16,143-98.0% | $13,411-97.5% | $10,827-97.0% |