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 | $97,210 | $95,971+1.3% | $74,550+30.4% | $135,375-28.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.80% | 56.96%-65.8pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,032 | $2,716-62.0% | $1,961-47.4% | $4,779-78.4% |
| Participant deferral / active EE | $7,901 | $3,843+105.6% | $3,108+154.2% | $5,609+40.9% |
| Admin fee / account holder | $638 | $6,522-90.2% | $5,060-87.4% | $10,827-94.1% |