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 | $84,800 | $67,331+25.9% | $60,874+39.3% | $134,475-36.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 49.93%-68.4pp | 16.90%-35.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,421 | $3,096-21.8% | $2,701-10.4% | $4,740-48.9% |
| Participant deferral / active EE | $8,510 | $4,538+87.5% | $3,817+123.0% | $6,400+33.0% |
| Admin fee / account holder | $1,397 | $4,582-69.5% | $3,224-56.7% | $11,426-87.8% |