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 | $118,340 | $93,024+27.2% | $77,024+53.6% | $134,475-12.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -20.39% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,589 | $3,418-24.3% | $2,812-7.9% | $4,740-45.4% |
| Participant deferral / active EE | $5,316 | $5,238+1.5% | $4,426+20.1% | $6,400-16.9% |
| Admin fee / account holder | $19,795 | $6,944+185.1% | $5,425+264.9% | $11,426+73.2% |