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 | $34,576 | $190,805-81.9% | $159,960-78.4% | $134,475-74.3% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -14.74% | 552.23%-567.0pp | 408.60%-423.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,723 | $4,995-25.5% | $4,226-11.9% | $4,740-21.5% |
| Participant deferral / active EE | $7,799 | $6,923+12.7% | $6,182+26.1% | $6,400+21.9% |
| Admin fee / account holder | $575 | $10,471-94.5% | $8,698-93.4% | $11,426-95.0% |