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 | $74,293 | $160,055-53.6% | $140,016-46.9% | $135,375-45.1% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | -8.00% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,029 | $6,420-52.8% | $5,606-46.0% | $4,779-36.6% |
| Participant deferral / active EE | $5,061 | $7,642-33.8% | $6,927-26.9% | $5,609-9.8% |
| Admin fee / account holder | $5,044 | $13,328-62.2% | $10,705-52.9% | $10,827-53.4% |