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 | $104,798 | $168,632-37.9% | $147,614-29.0% | $125,391-16.4% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.43% | 77.65%-80.1pp | 61.98%-64.4pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,429 | $6,252-61.2% | $5,564-56.3% | $4,866-50.1% |
| Participant deferral / active EE | $6,295 | $5,507+14.3% | $4,895+28.6% | $5,352+17.6% |
| Admin fee / account holder | $15,896 | $13,580+17.1% | $11,611+36.9% | $9,540+66.6% |