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 | $82,138 | $67,331+22.0% | $60,874+34.9% | $134,475-38.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.87% | 49.93%-67.8pp | 16.90%-34.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,699 | $3,096-12.8% | $2,701-0.1% | $4,740-43.1% |
| Participant deferral / active EE | $5,621 | $4,538+23.9% | $3,817+47.3% | $6,400-12.2% |
| Admin fee / account holder | $4,000 | $4,582-12.7% | $3,224+24.1% | $11,426-65.0% |