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 | $96,094 | $95,971+0.1% | $74,550+28.9% | $135,375-29.0% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -4.34% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $888 | $2,716-67.3% | $1,961-54.7% | $4,779-81.4% |
| Participant deferral / active EE | $1,137 | $3,843-70.4% | $3,108-63.4% | $5,609-79.7% |
| Admin fee / account holder | $14,461 | $6,522+121.7% | $5,060+185.8% | $10,827+33.6% |