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 | $53,107 | $93,024-42.9% | $77,024-31.1% | $134,475-60.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -20.28% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,081 | $3,418+19.4% | $2,812+45.1% | $4,740-13.9% |
| Participant deferral / active EE | $6,420 | $5,238+22.6% | $4,426+45.0% | $6,400+0.3% |
| Admin fee / account holder | $1,610 | $6,944-76.8% | $5,425-70.3% | $11,426-85.9% |