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 | $43,923 | $180,449-75.7% | $154,107-71.5% | $135,375-67.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,775 | $6,035-70.6% | $5,298-66.5% | $4,779-62.9% |
| Participant deferral / active EE | $5,787 | $5,806-0.3% | $5,081+13.9% | $5,609+3.2% |
| Admin fee / account holder | $396 | $16,143-97.5% | $13,411-97.0% | $10,827-96.3% |