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 | $99,613 | $133,958-25.6% | $112,228-11.2% | $134,475-25.9% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -18.65% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,104 | $4,038+1.6% | $3,635+12.9% | $4,740-13.4% |
| Participant deferral / active EE | $4,306 | $5,291-18.6% | $4,728-8.9% | $6,400-32.7% |
| Admin fee / account holder | $1,847 | $7,489-75.3% | $6,410-71.2% | $11,426-83.8% |