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 | $117,828 | $93,024+26.7% | $77,024+53.0% | $134,475-12.4% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -15.52% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,334 | $3,418-2.4% | $2,812+18.6% | $4,740-29.7% |
| Participant deferral / active EE | $6,548 | $5,238+25.0% | $4,426+47.9% | $6,400+2.3% |
| Admin fee / account holder | $2,012 | $6,944-71.0% | $5,425-62.9% | $11,426-82.4% |