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 | $34,392 | $190,805-82.0% | $159,960-78.5% | $134,475-74.4% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -18.17% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,763 | $4,995-64.7% | $4,226-58.3% | $4,740-62.8% |
| Participant deferral / active EE | $4,664 | $6,923-32.6% | $6,182-24.6% | $6,400-27.1% |
| Admin fee / account holder | $878 | $10,471-91.6% | $8,698-89.9% | $11,426-92.3% |