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 | $44,192 | $168,632-73.8% | $147,614-70.1% | $125,391-64.8% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -3.14% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,425 | $6,252-77.2% | $5,564-74.4% | $4,866-70.7% |
| Participant deferral / active EE | $5,036 | $5,507-8.6% | $4,895+2.9% | $5,352-5.9% |
| Admin fee / account holder | $1,038 | $13,580-92.4% | $11,611-91.1% | $9,540-89.1% |