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 | $119,340 | $93,024+28.3% | $77,024+54.9% | $134,475-11.3% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -15.53% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,839 | $3,418-46.2% | $2,812-34.6% | $4,740-61.2% |
| Participant deferral / active EE | $4,147 | $5,238-20.8% | $4,426-6.3% | $6,400-35.2% |
| Admin fee / account holder | $15,729 | $6,944+126.5% | $5,425+189.9% | $11,426+37.7% |