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 | $27,942 | $127,386-78.1% | $115,037-75.7% | $125,391-77.7% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,349 | $5,166-15.8% | $4,608-5.6% | $4,866-10.6% |
| Participant deferral / active EE | $9,270 | $6,423+44.3% | $6,026+53.8% | $5,352+73.2% |
| Admin fee / account holder | $467 | $9,516-95.1% | $8,175-94.3% | $9,540-95.1% |