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 | $38,315 | $93,024-58.8% | $77,024-50.3% | $134,475-71.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.81% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,195 | $3,418-65.0% | $2,812-57.5% | $4,740-74.8% |
| Participant deferral / active EE | $3,057 | $5,238-41.6% | $4,426-30.9% | $6,400-52.2% |
| Admin fee / account holder | $386 | $6,944-94.4% | $5,425-92.9% | $11,426-96.6% |