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 | $184,644 | $93,024+98.5% | $77,024+139.7% | $134,475+37.3% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -16.55% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,030 | $3,418+76.4% | $2,812+114.4% | $4,740+27.2% |
| Participant deferral / active EE | $5,013 | $5,238-4.3% | $4,426+13.2% | $6,400-21.7% |
| Admin fee / account holder | $2,549 | $6,944-63.3% | $5,425-53.0% | $11,426-77.7% |