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 | $103,540 | $135,635-23.7% | $110,238-6.1% | $135,375-23.5% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -4.71% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,335 | $4,906-52.4% | $3,826-39.0% | $4,779-51.1% |
| Participant deferral / active EE | $6,698 | $5,506+21.6% | $4,672+43.4% | $5,609+19.4% |
| Admin fee / account holder | $1,994 | $11,457-82.6% | $8,547-76.7% | $10,827-81.6% |