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 | $64,488 | $95,971-32.8% | $74,550-13.5% | $135,375-52.4% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -4.33% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,209 | $2,716+18.1% | $1,961+63.6% | $4,779-32.9% |
| Participant deferral / active EE | $5,008 | $3,843+30.3% | $3,108+61.1% | $5,609-10.7% |
| Admin fee / account holder | $2,197 | $6,522-66.3% | $5,060-56.6% | $10,827-79.7% |