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 | $79,747 | $67,331+18.4% | $60,874+31.0% | $134,475-40.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.4pp |
| Annual return | -13.35% | 49.93%-63.3pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $5,423 | $3,096+75.1% | $2,701+100.7% | $4,740+14.4% |
| Participant deferral / active EE | $4,599 | $4,538+1.3% | $3,817+20.5% | $6,400-28.1% |
| Admin fee / account holder | $1,823 | $4,582-60.2% | $3,224-43.5% | $11,426-84.0% |