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 | $13,912 | $93,024-85.0% | $77,024-81.9% | $134,475-89.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.41% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,962 | $3,418+15.9% | $2,812+40.9% | $4,740-16.4% |
| Participant deferral / active EE | $3,188 | $5,238-39.1% | $4,426-28.0% | $6,400-50.2% |
| Admin fee / account holder | $1,637 | $6,944-76.4% | $5,425-69.8% | $11,426-85.7% |