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 | $104,988 | $93,024+12.9% | $77,024+36.3% | $134,475-21.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.01% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,045 | $3,418-40.2% | $2,812-27.3% | $4,740-56.9% |
| Participant deferral / active EE | $3,853 | $5,238-26.4% | $4,426-13.0% | $6,400-39.8% |
| Admin fee / account holder | $2,654 | $6,944-61.8% | $5,425-51.1% | $11,426-76.8% |