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 | $121,559 | $95,971+26.7% | $74,550+63.1% | $135,375-10.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -7.56% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,682 | $2,716-38.1% | $1,961-14.2% | $4,779-64.8% |
| Participant deferral / active EE | $2,791 | $3,843-27.4% | $3,108-10.2% | $5,609-50.2% |
| Admin fee / account holder | $11,256 | $6,522+72.6% | $5,060+122.5% | $10,827+4.0% |