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 | $63,092 | $160,055-60.6% | $140,016-54.9% | $135,375-53.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -8.28% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,663 | $6,420-74.1% | $5,606-70.3% | $4,779-65.2% |
| Participant deferral / active EE | $7,254 | $7,642-5.1% | $6,927+4.7% | $5,609+29.3% |
| Admin fee / account holder | $1,487 | $13,328-88.8% | $10,705-86.1% | $10,827-86.3% |