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 | $88,597 | $93,024-4.8% | $77,024+15.0% | $134,475-34.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -6.78% | 62.60%-69.4pp | 42.32%-49.1pp | 417.96%-424.7pp |
| Employer contribution / active EE | $18,192 | $3,418+432.3% | $2,812+546.9% | $4,740+283.8% |
| Participant deferral / active EE | $18,785 | $5,238+258.6% | $4,426+324.4% | $6,400+193.5% |
| Admin fee / account holder | $1,475 | $6,944-78.8% | $5,425-72.8% | $11,426-87.1% |