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 | $88,899 | $95,971-7.4% | $74,550+19.2% | $135,375-34.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.89% | 56.96%-59.8pp | 32.53%-35.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,658 | $2,716-39.0% | $1,961-15.5% | $4,779-65.3% |
| Participant deferral / active EE | $5,375 | $3,843+39.8% | $3,108+72.9% | $5,609-4.2% |
| Admin fee / account holder | $519 | $6,522-92.0% | $5,060-89.7% | $10,827-95.2% |