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 | $129,321 | $93,024+39.0% | $77,024+67.9% | $134,475-3.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.74% | 62.60%-81.3pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,802 | $3,418-47.3% | $2,812-35.9% | $4,740-62.0% |
| Participant deferral / active EE | $3,512 | $5,238-32.9% | $4,426-20.7% | $6,400-45.1% |
| Admin fee / account holder | $808 | $6,944-88.4% | $5,425-85.1% | $11,426-92.9% |