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 | $31,930 | $93,024-65.7% | $77,024-58.5% | $134,475-76.3% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -16.12% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,402 | $3,418-59.0% | $2,812-50.2% | $4,740-70.4% |
| Participant deferral / active EE | $3,014 | $5,238-42.5% | $4,426-31.9% | $6,400-52.9% |
| Admin fee / account holder | $572 | $6,944-91.8% | $5,425-89.5% | $11,426-95.0% |