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 | $133,535 | $95,971+39.1% | $74,550+79.1% | $135,375-1.4% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.10% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,598 | $2,716+32.4% | $1,961+83.5% | $4,779-24.7% |
| Participant deferral / active EE | $6,214 | $3,843+61.7% | $3,108+99.9% | $5,609+10.8% |
| Admin fee / account holder | $1,905 | $6,522-70.8% | $5,060-62.4% | $10,827-82.4% |