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 | $100,794 | $93,024+8.4% | $77,024+30.9% | $134,475-25.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -3.19% | 62.60%-65.8pp | 42.32%-45.5pp | 417.96%-421.1pp |
| Employer contribution / active EE | $1,657 | $3,418-51.5% | $2,812-41.1% | $4,740-65.0% |
| Participant deferral / active EE | $3,396 | $5,238-35.2% | $4,426-23.3% | $6,400-46.9% |
| Admin fee / account holder | $750 | $6,944-89.2% | $5,425-86.2% | $11,426-93.4% |