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 6-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 | $34,253 | $93,024-63.2% | $77,024-55.5% | $134,475-74.5% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -21.04% | 62.60%-83.6pp | 42.32%-63.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,595 | $3,418-24.1% | $2,812-7.7% | $4,740-45.2% |
| Participant deferral / active EE | $4,921 | $5,238-6.1% | $4,426+11.2% | $6,400-23.1% |
| Admin fee / account holder | $3,185 | $6,944-54.1% | $5,425-41.3% | $11,426-72.1% |