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 | $82,863 | $95,971-13.7% | $74,550+11.2% | $135,375-38.8% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -5.22% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,519 | $2,716-7.3% | $1,961+28.4% | $4,779-47.3% |
| Participant deferral / active EE | $5,951 | $3,843+54.8% | $3,108+91.5% | $5,609+6.1% |
| Admin fee / account holder | $30,674 | $6,522+370.3% | $5,060+506.3% | $10,827+183.3% |