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 | $101,394 | $93,024+9.0% | $77,024+31.6% | $134,475-24.6% |
| Participation rate | 89.5% | 74.5%+15.0pp | 67.9%+21.6pp | 81.2%+8.3pp |
| Annual return | -8.48% | 62.60%-71.1pp | 42.32%-50.8pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,632 | $3,418-23.0% | $2,812-6.4% | $4,740-44.5% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,593 | $6,944+38.1% | $5,425+76.8% | $11,426-16.0% |