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 | $97,425 | $95,971+1.5% | $74,550+30.7% | $135,375-28.0% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -5.17% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,222 | $2,716+18.6% | $1,961+64.3% | $4,779-32.6% |
| Participant deferral / active EE | $8,681 | $3,843+125.9% | $3,108+179.3% | $5,609+54.8% |
| Admin fee / account holder | $9,215 | $6,522+41.3% | $5,060+82.1% | $10,827-14.9% |