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 | $45,002 | $93,024-51.6% | $77,024-41.6% | $134,475-66.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -21.09% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,261 | $3,418-63.1% | $2,812-55.1% | $4,740-73.4% |
| Participant deferral / active EE | $5,414 | $5,238+3.4% | $4,426+22.3% | $6,400-15.4% |
| Admin fee / account holder | $331 | $6,944-95.2% | $5,425-93.9% | $11,426-97.1% |