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 | $88,903 | $93,024-4.4% | $77,024+15.4% | $134,475-33.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.25% | 62.60%-78.8pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,748 | $3,418-19.6% | $2,812-2.3% | $4,740-42.0% |
| Participant deferral / active EE | $9,954 | $5,238+90.0% | $4,426+124.9% | $6,400+55.5% |
| Admin fee / account holder | $1,385 | $6,944-80.1% | $5,425-74.5% | $11,426-87.9% |