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 | $70,337 | $67,331+4.5% | $60,874+15.5% | $134,475-47.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.83% | 49.93%-66.8pp | 16.90%-33.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,290 | $3,096+6.3% | $2,701+21.8% | $4,740-30.6% |
| Participant deferral / active EE | $5,200 | $4,538+14.6% | $3,817+36.3% | $6,400-18.7% |
| Admin fee / account holder | $1,180 | $4,582-74.3% | $3,224-63.4% | $11,426-89.7% |