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 6-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 | $98,856 | $67,331+46.8% | $60,874+62.4% | $134,475-26.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -17.59% | 49.93%-67.5pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,413 | $3,096+74.8% | $2,701+100.4% | $4,740+14.2% |
| Participant deferral / active EE | $4,439 | $4,538-2.2% | $3,817+16.3% | $6,400-30.6% |
| Admin fee / account holder | $2,067 | $4,582-54.9% | $3,224-35.9% | $11,426-81.9% |