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 | $60,968 | $93,024-34.5% | $77,024-20.8% | $134,475-54.7% |
| Participation rate | 93.3% | 74.5%+18.9pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -17.15% | 62.60%-79.7pp | 42.32%-59.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,467 | $3,418+1.4% | $2,812+23.3% | $4,740-26.9% |
| Participant deferral / active EE | $6,939 | $5,238+32.5% | $4,426+56.8% | $6,400+8.4% |
| Admin fee / account holder | $623 | $6,944-91.0% | $5,425-88.5% | $11,426-94.5% |