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 5-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 | $19,136 | $93,024-79.4% | $77,024-75.2% | $134,475-85.8% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -17.32% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,539 | $3,418-25.7% | $2,812-9.7% | $4,740-46.4% |
| Participant deferral / active EE | $7,843 | $5,238+49.7% | $4,426+77.2% | $6,400+22.5% |
| Admin fee / account holder | $2,082 | $6,944-70.0% | $5,425-61.6% | $11,426-81.8% |