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 | $125,397 | $93,024+34.8% | $77,024+62.8% | $134,475-6.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -9.34% | 62.60%-71.9pp | 42.32%-51.7pp | 417.96%-427.3pp |
| Employer contribution / active EE | $4,352 | $3,418+27.3% | $2,812+54.8% | $4,740-8.2% |
| Participant deferral / active EE | $5,889 | $5,238+12.4% | $4,426+33.0% | $6,400-8.0% |
| Admin fee / account holder | $19,589 | $6,944+182.1% | $5,425+261.1% | $11,426+71.4% |