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 | $94,544 | $90,600+4.4% | $79,464+19.0% | $135,375-30.2% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -5.90% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,091 | $3,068-64.4% | $2,800-61.0% | $4,779-77.2% |
| Participant deferral / active EE | $2,109 | $4,050-47.9% | $3,704-43.1% | $5,609-62.4% |
| Admin fee / account holder | $3,188 | $5,907-46.0% | $5,113-37.6% | $10,827-70.6% |