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 | $110,436 | $93,024+18.7% | $77,024+43.4% | $134,475-17.9% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -11.45% | 62.60%-74.0pp | 42.32%-53.8pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,312 | $3,418+26.2% | $2,812+53.3% | $4,740-9.0% |
| Participant deferral / active EE | $6,476 | $5,238+23.6% | $4,426+46.3% | $6,400+1.2% |
| Admin fee / account holder | $1,182 | $6,944-83.0% | $5,425-78.2% | $11,426-89.7% |