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 | $46,000 | $30,732+49.7% | $59,496-22.7% | $59,632-22.9% |
| Participation rate | 82.0% | 43.2%+38.8pp | 54.6%+27.4pp | 68.7%+13.3pp |
| Annual return | -2.92% | 4.47%-7.4pp | 182.05%-185.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,417 | $631+124.6% | $1,153+22.9% | $2,203-35.7% |
| Participant deferral / active EE | $3,261 | $1,183+175.7% | $1,829+78.3% | $3,192+2.2% |
| Admin fee / account holder | $1,203 | $2,136-43.7% | $2,232-46.1% | $4,297-72.0% |