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 | $66,254 | $95,971-31.0% | $74,550-11.1% | $135,375-51.1% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -8.98% | 56.96%-65.9pp | 32.53%-41.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,577 | $2,716-5.1% | $1,961+31.4% | $4,779-46.1% |
| Participant deferral / active EE | $12,400 | $3,843+222.6% | $3,108+299.0% | $5,609+121.1% |
| Admin fee / account holder | $4,115 | $6,522-36.9% | $5,060-18.7% | $10,827-62.0% |