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 | $90,775 | $93,024-2.4% | $77,024+17.9% | $134,475-32.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -15.95% | 62.60%-78.5pp | 42.32%-58.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,413 | $3,418-29.4% | $2,812-14.2% | $4,740-49.1% |
| Participant deferral / active EE | $6,009 | $5,238+14.7% | $4,426+35.8% | $6,400-6.1% |
| Admin fee / account holder | $2,019 | $6,944-70.9% | $5,425-62.8% | $11,426-82.3% |