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 | $31,650 | $93,024-66.0% | $77,024-58.9% | $134,475-76.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.25% | 62.60%-74.8pp | 42.32%-54.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,672 | $3,418-21.8% | $2,812-5.0% | $4,740-43.6% |
| Participant deferral / active EE | $2,497 | $5,238-52.3% | $4,426-43.6% | $6,400-61.0% |
| Admin fee / account holder | $1,862 | $6,944-73.2% | $5,425-65.7% | $11,426-83.7% |