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 | $77,710 | $93,024-16.5% | $77,024+0.9% | $134,475-42.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.03% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,975 | $3,418-42.2% | $2,812-29.8% | $4,740-58.3% |
| Participant deferral / active EE | $3,661 | $5,238-30.1% | $4,426-17.3% | $6,400-42.8% |
| Admin fee / account holder | $6,242 | $6,944-10.1% | $5,425+15.0% | $11,426-45.4% |