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 | $232,316 | $93,024+149.7% | $77,024+201.6% | $134,475+72.8% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -9.39% | 62.60%-72.0pp | 42.32%-51.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,769 | $3,418-48.2% | $2,812-37.1% | $4,740-62.7% |
| Participant deferral / active EE | $7,971 | $5,238+52.2% | $4,426+80.1% | $6,400+24.6% |
| Admin fee / account holder | $431 | $6,944-93.8% | $5,425-92.1% | $11,426-96.2% |