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 | $97,507 | $180,449-46.0% | $154,107-36.7% | $135,375-28.0% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -6.80% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,761 | $6,035-54.2% | $5,298-47.9% | $4,779-42.2% |
| Participant deferral / active EE | $8,313 | $5,806+43.2% | $5,081+63.6% | $5,609+48.2% |
| Admin fee / account holder | $497 | $16,143-96.9% | $13,411-96.3% | $10,827-95.4% |