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 | $104,221 | $95,971+8.6% | $74,550+39.8% | $135,375-23.0% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | -4.77% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $659 | $2,716-75.8% | $1,961-66.4% | $4,779-86.2% |
| Participant deferral / active EE | $3,177 | $3,843-17.3% | $3,108+2.2% | $5,609-43.4% |
| Admin fee / account holder | $1,824 | $6,522-72.0% | $5,060-63.9% | $10,827-83.1% |