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 | $124,644 | $93,024+34.0% | $77,024+61.8% | $134,475-7.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -19.81% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,643 | $3,418-51.9% | $2,812-41.6% | $4,740-65.3% |
| Participant deferral / active EE | $10,959 | $5,238+109.2% | $4,426+147.6% | $6,400+71.2% |
| Admin fee / account holder | $9,190 | $6,944+32.3% | $5,425+69.4% | $11,426-19.6% |