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 | $82,780 | $93,024-11.0% | $77,024+7.5% | $134,475-38.4% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -17.63% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,829 | $3,418+70.6% | $2,812+107.3% | $4,740+23.0% |
| Participant deferral / active EE | $15,979 | $5,238+205.1% | $4,426+261.0% | $6,400+149.7% |
| Admin fee / account holder | $2,336 | $6,944-66.4% | $5,425-56.9% | $11,426-79.6% |