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 | $135,147 | $90,600+49.2% | $79,464+70.1% | $135,375-0.2% |
| Participation rate | 78.3% | 76.0%+2.2pp | 73.3%+4.9pp | 82.6%-4.4pp |
| Annual return | -4.91% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,180 | $3,068-61.5% | $2,800-57.9% | $4,779-75.3% |
| Participant deferral / active EE | $4,513 | $4,050+11.4% | $3,704+21.8% | $5,609-19.5% |
| Admin fee / account holder | $3,612 | $5,907-38.8% | $5,113-29.4% | $10,827-66.6% |