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 7-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 | $35,023 | $92,703-62.2% | $82,719-57.7% | $134,475-74.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -17.12% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,064 | $3,274+24.1% | $3,009+35.0% | $4,740-14.3% |
| Participant deferral / active EE | $5,194 | $4,802+8.2% | $4,395+18.2% | $6,400-18.8% |
| Admin fee / account holder | $6,019 | $5,983+0.6% | $5,329+12.9% | $11,426-47.3% |