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 | $109,288 | $95,971+13.9% | $74,550+46.6% | $135,375-19.3% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -4.99% | 56.96%-62.0pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,768 | $2,716-34.9% | $1,961-9.8% | $4,779-63.0% |
| Participant deferral / active EE | $2,464 | $3,843-35.9% | $3,108-20.7% | $5,609-56.1% |
| Admin fee / account holder | $1,459 | $6,522-77.6% | $5,060-71.2% | $10,827-86.5% |