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 | $70,997 | $93,024-23.7% | $77,024-7.8% | $134,475-47.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -19.10% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,320 | $3,418-2.9% | $2,812+18.1% | $4,740-29.9% |
| Participant deferral / active EE | $5,935 | $5,238+13.3% | $4,426+34.1% | $6,400-7.3% |
| Admin fee / account holder | $5,519 | $6,944-20.5% | $5,425+1.7% | $11,426-51.7% |