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 | $103,981 | $95,971+8.3% | $74,550+39.5% | $135,375-23.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.87% | 56.96%-62.8pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $672 | $2,716-75.3% | $1,961-65.7% | $4,779-85.9% |
| Participant deferral / active EE | $938 | $3,843-75.6% | $3,108-69.8% | $5,609-83.3% |
| Admin fee / account holder | $1,204 | $6,522-81.5% | $5,060-76.2% | $10,827-88.9% |