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 | $45,022 | $160,055-71.9% | $140,016-67.8% | $135,375-66.7% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -7.73% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,589 | $6,420-28.5% | $5,606-18.1% | $4,779-4.0% |
| Participant deferral / active EE | $9,384 | $7,642+22.8% | $6,927+35.5% | $5,609+67.3% |
| Admin fee / account holder | $6,814 | $13,328-48.9% | $10,705-36.3% | $10,827-37.1% |