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 | $36,902 | $160,055-76.9% | $140,016-73.6% | $135,375-72.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.86% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,737 | $6,420-57.4% | $5,606-51.2% | $4,779-42.7% |
| Participant deferral / active EE | $8,410 | $7,642+10.1% | $6,927+21.4% | $5,609+49.9% |
| Admin fee / account holder | $596 | $13,328-95.5% | $10,705-94.4% | $10,827-94.5% |