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 | $119,658 | $152,509-21.5% | $117,472+1.9% | $134,475-11.0% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -19.63% | 52.99%-72.6pp | 29.74%-49.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,565 | $5,571-71.9% | $4,176-62.5% | $4,740-67.0% |
| Participant deferral / active EE | $4,890 | $4,818+1.5% | $4,070+20.1% | $6,400-23.6% |
| Admin fee / account holder | $93,200 | $7,004+1230.7% | $5,645+1551.1% | $11,426+715.7% |