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 | $72,523 | $180,449-59.8% | $154,107-52.9% | $135,375-46.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.20% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,561 | $6,035-41.0% | $5,298-32.8% | $4,779-25.5% |
| Participant deferral / active EE | $5,428 | $5,806-6.5% | $5,081+6.8% | $5,609-3.2% |
| Admin fee / account holder | $301 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |