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 | $70,740 | $67,331+5.1% | $60,874+16.2% | $134,475-47.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -15.86% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,285 | $3,096+6.1% | $2,701+21.6% | $4,740-30.7% |
| Participant deferral / active EE | $5,846 | $4,538+28.8% | $3,817+53.2% | $6,400-8.7% |
| Admin fee / account holder | $742 | $4,582-83.8% | $3,224-77.0% | $11,426-93.5% |