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 | $116,285 | $84,402+37.8% | $61,373+89.5% | $134,475-13.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -16.82% | 584.55%-601.4pp | 338.61%-355.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $444 | $1,544-71.2% | $1,159-61.7% | $4,740-90.6% |
| Participant deferral / active EE | $9,892 | $2,819+250.9% | $2,125+365.5% | $6,400+54.6% |
| Admin fee / account holder | $3,476 | $2,585+34.4% | $2,130+63.2% | $11,426-69.6% |