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 | $204,516 | $152,509+34.1% | $117,472+74.1% | $134,475+52.1% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | -18.04% | 52.99%-71.0pp | 29.74%-47.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,945 | $5,571-47.1% | $4,176-29.5% | $4,740-37.9% |
| Participant deferral / active EE | $8,877 | $4,818+84.3% | $4,070+118.1% | $6,400+38.7% |
| Admin fee / account holder | $2,422 | $7,004-65.4% | $5,645-57.1% | $11,426-78.8% |