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 | $80,033 | $93,024-14.0% | $77,024+3.9% | $134,475-40.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -14.97% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $25,375 | $3,418+642.4% | $2,812+802.3% | $4,740+435.4% |
| Participant deferral / active EE | $14,348 | $5,238+173.9% | $4,426+224.2% | $6,400+124.2% |
| Admin fee / account holder | $72,133 | $6,944+938.8% | $5,425+1229.6% | $11,426+531.3% |