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 | $80,144 | $95,193-15.8% | $76,523+4.7% | $135,375-40.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -8.91% | 4.85%-13.8pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $7,705 | $3,302+133.3% | $2,647+191.1% | $4,779+61.2% |
| Participant deferral / active EE | $14,677 | $4,639+216.4% | $3,835+282.7% | $5,609+161.7% |
| Admin fee / account holder | $1,154 | $6,249-81.5% | $4,848-76.2% | $10,827-89.3% |