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 | $149,169 | $95,971+55.4% | $74,550+100.1% | $135,375+10.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.69% | 56.96%-63.7pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,939 | $2,716-28.6% | $1,961-1.1% | $4,779-59.4% |
| Participant deferral / active EE | $5,638 | $3,843+46.7% | $3,108+81.4% | $5,609+0.5% |
| Admin fee / account holder | $4,327 | $6,522-33.7% | $5,060-14.5% | $10,827-60.0% |