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 | $81,245 | $152,509-46.7% | $117,472-30.8% | $134,475-39.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -15.26% | 52.99%-68.2pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,631 | $5,571-34.8% | $4,176-13.1% | $4,740-23.4% |
| Participant deferral / active EE | $11,655 | $4,818+141.9% | $4,070+186.3% | $6,400+82.1% |
| Admin fee / account holder | $467 | $7,004-93.3% | $5,645-91.7% | $11,426-95.9% |