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 | $76,309 | $95,971-20.5% | $74,550+2.4% | $135,375-43.6% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.97% | 56.96%-64.9pp | 32.53%-40.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $6,702 | $2,716+146.7% | $1,961+241.8% | $4,779+40.2% |
| Participant deferral / active EE | $6,291 | $3,843+63.7% | $3,108+102.4% | $5,609+12.2% |
| Admin fee / account holder | $1,165 | $6,522-82.1% | $5,060-77.0% | $10,827-89.2% |