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 | $80,904 | $95,971-15.7% | $74,550+8.5% | $135,375-40.2% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -5.61% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,053 | $2,716-61.2% | $1,961-46.3% | $4,779-78.0% |
| Participant deferral / active EE | $2,305 | $3,843-40.0% | $3,108-25.8% | $5,609-58.9% |
| Admin fee / account holder | $466 | $6,522-92.8% | $5,060-90.8% | $10,827-95.7% |