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 | $26,634 | $93,024-71.4% | $77,024-65.4% | $134,475-80.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.99% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,392 | $3,418-59.3% | $2,812-50.5% | $4,740-70.6% |
| Participant deferral / active EE | $2,824 | $5,238-46.1% | $4,426-36.2% | $6,400-55.9% |
| Admin fee / account holder | $878 | $6,944-87.4% | $5,425-83.8% | $11,426-92.3% |