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 | $51,461 | $180,449-71.5% | $154,107-66.6% | $135,375-62.0% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -6.17% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,941 | $6,035-18.1% | $5,298-6.7% | $4,779+3.4% |
| Participant deferral / active EE | $5,611 | $5,806-3.4% | $5,081+10.4% | $5,6090% |
| Admin fee / account holder | $7,604 | $16,143-52.9% | $13,411-43.3% | $10,827-29.8% |