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 | $53,554 | $93,024-42.4% | $77,024-30.5% | $134,475-60.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.78% | 62.60%-77.4pp | 42.32%-57.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,316 | $3,418+26.3% | $2,812+53.5% | $4,740-8.9% |
| Participant deferral / active EE | $5,136 | $5,238-1.9% | $4,426+16.0% | $6,400-19.7% |
| Admin fee / account holder | $729 | $6,944-89.5% | $5,425-86.6% | $11,426-93.6% |