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 | $74,244 | $180,449-58.9% | $154,107-51.8% | $135,375-45.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.03% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,040 | $6,035-66.2% | $5,298-61.5% | $4,779-57.3% |
| Participant deferral / active EE | $5,790 | $5,806-0.3% | $5,081+14.0% | $5,609+3.2% |
| Admin fee / account holder | $394 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |