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 | $95,803 | $95,971-0.2% | $74,550+28.5% | $135,375-29.2% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -5.76% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,513 | $2,716-44.3% | $1,961-22.8% | $4,779-68.3% |
| Participant deferral / active EE | $2,213 | $3,843-42.4% | $3,108-28.8% | $5,609-60.5% |
| Admin fee / account holder | $4,991 | $6,522-23.5% | $5,060-1.4% | $10,827-53.9% |