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 | $53,381 | $93,024-42.6% | $77,024-30.7% | $134,475-60.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -17.68% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,236 | $3,418-34.6% | $2,812-20.5% | $4,740-52.8% |
| Participant deferral / active EE | $9,161 | $5,238+74.9% | $4,426+107.0% | $6,400+43.1% |
| Admin fee / account holder | $1,038 | $6,944-85.1% | $5,425-80.9% | $11,426-90.9% |