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 | $71,423 | $180,449-60.4% | $154,107-53.7% | $135,375-47.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -2.09% | 888.09%-890.2pp | 735.12%-737.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,291 | $6,035-28.9% | $5,298-19.0% | $4,779-10.2% |
| Participant deferral / active EE | $5,456 | $5,806-6.0% | $5,081+7.4% | $5,609-2.7% |
| Admin fee / account holder | $2,522 | $16,143-84.4% | $13,411-81.2% | $10,827-76.7% |