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 | $29,957 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -8.47% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,134 | $6,035-48.1% | $5,298-40.8% | $4,779-34.4% |
| Participant deferral / active EE | $7,180 | $5,806+23.7% | $5,081+41.3% | $5,609+28.0% |
| Admin fee / account holder | $314 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |