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 | $94,680 | $93,024+1.8% | $77,024+22.9% | $134,475-29.6% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -16.12% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,662 | $3,418-22.1% | $2,812-5.3% | $4,740-43.8% |
| Participant deferral / active EE | $8,114 | $5,238+54.9% | $4,426+83.3% | $6,400+26.8% |
| Admin fee / account holder | $4,809 | $6,944-30.8% | $5,425-11.4% | $11,426-57.9% |