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 | $67,892 | $93,024-27.0% | $77,024-11.9% | $134,475-49.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -16.36% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,614 | $3,418-52.8% | $2,812-42.6% | $4,740-65.9% |
| Participant deferral / active EE | $2,933 | $5,238-44.0% | $4,426-33.7% | $6,400-54.2% |
| Admin fee / account holder | $2,325 | $6,944-66.5% | $5,425-57.1% | $11,426-79.6% |