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 | $114,781 | $95,971+19.6% | $74,550+54.0% | $135,375-15.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -8.76% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,319 | $2,716-51.4% | $1,961-32.7% | $4,779-72.4% |
| Participant deferral / active EE | $1,722 | $3,843-55.2% | $3,108-44.6% | $5,609-69.3% |
| Admin fee / account holder | $3,425 | $6,522-47.5% | $5,060-32.3% | $10,827-68.4% |