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 | $79,425 | $95,971-17.2% | $74,550+6.5% | $135,375-41.3% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -8.04% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,218 | $2,716-18.3% | $1,961+13.1% | $4,779-53.6% |
| Participant deferral / active EE | $5,301 | $3,843+37.9% | $3,108+70.6% | $5,609-5.5% |
| Admin fee / account holder | $5,035 | $6,522-22.8% | $5,060-0.5% | $10,827-53.5% |