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 | $94,339 | $93,024+1.4% | $77,024+22.5% | $134,475-29.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -19.22% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,747 | $3,418-19.6% | $2,812-2.3% | $4,740-42.0% |
| Participant deferral / active EE | $6,252 | $5,238+19.4% | $4,426+41.2% | $6,400-2.3% |
| Admin fee / account holder | $4,075 | $6,944-41.3% | $5,425-24.9% | $11,426-64.3% |