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 | $103,684 | $95,971+8.0% | $74,550+39.1% | $135,375-23.4% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -6.85% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,750 | $2,716-35.6% | $1,961-10.7% | $4,779-63.4% |
| Participant deferral / active EE | $5,278 | $3,843+37.3% | $3,108+69.8% | $5,609-5.9% |
| Admin fee / account holder | $1,194 | $6,522-81.7% | $5,060-76.4% | $10,827-89.0% |