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 | $126,011 | $88,594+42.2% | $70,092+79.8% | $134,475-6.3% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.3pp | 81.2%-8.5pp |
| Annual return | -14.46% | 442.67%-457.1pp | 190.73%-205.2pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,453 | $3,233-24.1% | $2,559-4.1% | $4,740-48.2% |
| Participant deferral / active EE | $5,376 | $4,772+12.7% | $3,849+39.7% | $6,400-16.0% |
| Admin fee / account holder | $631 | $10,441-94.0% | $6,267-89.9% | $11,426-94.5% |