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 | $95,680 | $93,024+2.9% | $77,024+24.2% | $134,475-28.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -17.38% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,291 | $3,418+25.6% | $2,812+52.6% | $4,740-9.5% |
| Participant deferral / active EE | $13,344 | $5,238+154.8% | $4,426+201.5% | $6,400+108.5% |
| Admin fee / account holder | $1,229 | $6,944-82.3% | $5,425-77.3% | $11,426-89.2% |