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 | $13,751 | $93,024-85.2% | $77,024-82.1% | $134,475-89.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -16.23% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,507 | $3,418+31.9% | $2,812+60.3% | $4,740-4.9% |
| Participant deferral / active EE | $3,419 | $5,238-34.7% | $4,426-22.7% | $6,400-46.6% |
| Admin fee / account holder | $466 | $6,944-93.3% | $5,425-91.4% | $11,426-95.9% |