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 | $89,496 | $95,971-6.7% | $74,550+20.0% | $135,375-33.9% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -3.42% | 56.96%-60.4pp | 32.53%-35.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,713 | $2,716-36.9% | $1,961-12.7% | $4,779-64.2% |
| Participant deferral / active EE | $1,713 | $3,843-55.4% | $3,108-44.9% | $5,609-69.5% |
| Admin fee / account holder | $708 | $6,522-89.1% | $5,060-86.0% | $10,827-93.5% |