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 | $90,890 | $95,971-5.3% | $74,550+21.9% | $135,375-32.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.57% | 56.96%-61.5pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,770 | $2,716-34.8% | $1,961-9.7% | $4,779-63.0% |
| Participant deferral / active EE | $4,253 | $3,843+10.7% | $3,108+36.8% | $5,609-24.2% |
| Admin fee / account holder | $2,226 | $6,522-65.9% | $5,060-56.0% | $10,827-79.4% |