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 8-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 | $79,405 | $93,024-14.6% | $77,024+3.1% | $134,475-41.0% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -16.28% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,626 | $3,418+6.1% | $2,812+28.9% | $4,740-23.5% |
| Participant deferral / active EE | $11,223 | $5,238+114.3% | $4,426+153.5% | $6,400+75.4% |
| Admin fee / account holder | $28,244 | $6,944+306.7% | $5,425+420.6% | $11,426+147.2% |