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 | $103,887 | $93,024+11.7% | $77,024+34.9% | $134,475-22.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.06% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,495 | $3,418+2.3% | $2,812+24.3% | $4,740-26.3% |
| Participant deferral / active EE | $5,741 | $5,238+9.6% | $4,426+29.7% | $6,400-10.3% |
| Admin fee / account holder | $863 | $6,944-87.6% | $5,425-84.1% | $11,426-92.4% |