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 | $85,974 | $95,971-10.4% | $74,550+15.3% | $135,375-36.5% |
| Participation rate | 77.3% | 75.7%+1.6pp | 69.1%+8.1pp | 82.6%-5.4pp |
| Annual return | -4.61% | 56.96%-61.6pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,558 | $2,716-5.8% | $1,961+30.4% | $4,779-46.5% |
| Participant deferral / active EE | $5,305 | $3,843+38.0% | $3,108+70.7% | $5,609-5.4% |
| Admin fee / account holder | $15,539 | $6,522+138.3% | $5,060+207.1% | $10,827+43.5% |