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 | $38,994 | $138,044-71.8% | $125,339-68.9% | $134,475-71.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.28% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,139 | $5,243-2.0% | $4,814+6.8% | $4,740+8.4% |
| Participant deferral / active EE | $6,786 | $7,799-13.0% | $7,446-8.9% | $6,400+6.0% |
| Admin fee / account holder | $582 | $11,571-95.0% | $10,010-94.2% | $11,426-94.9% |