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 | $65,316 | $67,331-3.0% | $60,874+7.3% | $134,475-51.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -15.55% | 49.93%-65.5pp | 16.90%-32.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,292 | $3,096+70.9% | $2,701+95.9% | $4,740+11.6% |
| Participant deferral / active EE | $4,346 | $4,538-4.2% | $3,817+13.9% | $6,400-32.1% |
| Admin fee / account holder | $12,474 | $4,582+172.2% | $3,224+286.9% | $11,426+9.2% |