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 | $41,140 | $190,805-78.4% | $159,960-74.3% | $134,475-69.4% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.03% | 552.23%-571.3pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,150 | $4,995-57.0% | $4,226-49.1% | $4,740-54.6% |
| Participant deferral / active EE | $2,671 | $6,923-61.4% | $6,182-56.8% | $6,400-58.3% |
| Admin fee / account holder | $1,178 | $10,471-88.7% | $8,698-86.5% | $11,426-89.7% |