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 | $105,043 | $90,600+15.9% | $79,464+32.2% | $135,375-22.4% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -8.15% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,465 | $3,068-19.7% | $2,800-12.0% | $4,779-48.4% |
| Participant deferral / active EE | $5,691 | $4,050+40.5% | $3,704+53.6% | $5,609+1.5% |
| Admin fee / account holder | $1,812 | $5,907-69.3% | $5,113-64.6% | $10,827-83.3% |