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 | $30,167 | $180,449-83.3% | $154,107-80.4% | $135,375-77.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.78% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,984 | $6,035-67.1% | $5,298-62.5% | $4,779-58.5% |
| Participant deferral / active EE | $6,144 | $5,806+5.8% | $5,081+20.9% | $5,609+9.5% |
| Admin fee / account holder | $820 | $16,143-94.9% | $13,411-93.9% | $10,827-92.4% |