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 | $111,997 | $95,971+16.7% | $74,550+50.2% | $135,375-17.3% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -8.14% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,877 | $2,716-30.9% | $1,961-4.3% | $4,779-60.7% |
| Participant deferral / active EE | $5,108 | $3,843+32.9% | $3,108+64.3% | $5,609-8.9% |
| Admin fee / account holder | $1,173 | $6,522-82.0% | $5,060-76.8% | $10,827-89.2% |