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 | $102,337 | $95,971+6.6% | $74,550+37.3% | $135,375-24.4% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -6.62% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,250 | $2,716-54.0% | $1,961-36.2% | $4,779-73.8% |
| Participant deferral / active EE | $5,210 | $3,843+35.5% | $3,108+67.6% | $5,609-7.1% |
| Admin fee / account holder | $3,999 | $6,522-38.7% | $5,060-21.0% | $10,827-63.1% |