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 | $128,534 | $93,024+38.2% | $77,024+66.9% | $134,475-4.4% |
| Participation rate | 95.7% | 74.5%+21.2pp | 67.9%+27.7pp | 81.2%+14.4pp |
| Annual return | -19.08% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $454 | $3,418-86.7% | $2,812-83.9% | $4,740-90.4% |
| Participant deferral / active EE | $6,498 | $5,238+24.1% | $4,426+46.8% | $6,400+1.5% |
| Admin fee / account holder | $16,550 | $6,944+138.3% | $5,425+205.0% | $11,426+44.8% |