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 | $25,365 | $93,024-72.7% | $77,024-67.1% | $134,475-81.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.65% | 62.60%-78.2pp | 42.32%-58.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $519 | $3,418-84.8% | $2,812-81.5% | $4,740-89.0% |
| Participant deferral / active EE | $4,652 | $5,238-11.2% | $4,426+5.1% | $6,400-27.3% |
| Admin fee / account holder | $672 | $6,944-90.3% | $5,425-87.6% | $11,426-94.1% |