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 | $49,607 | $93,024-46.7% | $77,024-35.6% | $134,475-63.1% |
| Participation rate | 73.7% | 74.5%-0.8pp | 67.9%+5.8pp | 81.2%-7.5pp |
| Annual return | -18.13% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,190 | $3,418-35.9% | $2,812-22.1% | $4,740-53.8% |
| Participant deferral / active EE | $3,744 | $5,238-28.5% | $4,426-15.4% | $6,400-41.5% |
| Admin fee / account holder | $1,838 | $6,944-73.5% | $5,425-66.1% | $11,426-83.9% |