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 | $99,260 | $67,331+47.4% | $60,874+63.1% | $134,475-26.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -19.95% | 49.93%-69.9pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,374 | $3,096+9.0% | $2,701+24.9% | $4,740-28.8% |
| Participant deferral / active EE | $4,726 | $4,538+4.1% | $3,817+23.8% | $6,400-26.2% |
| Admin fee / account holder | $1,156 | $4,582-74.8% | $3,224-64.1% | $11,426-89.9% |