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 | $58,180 | $93,024-37.5% | $77,024-24.5% | $134,475-56.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.78% | 62.60%-79.4pp | 42.32%-59.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,405 | $3,418-29.6% | $2,812-14.5% | $4,740-49.3% |
| Participant deferral / active EE | $8,003 | $5,238+52.8% | $4,426+80.8% | $6,400+25.1% |
| Admin fee / account holder | $8,284 | $6,944+19.3% | $5,425+52.7% | $11,426-27.5% |