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 | $58,870 | $93,024-36.7% | $77,024-23.6% | $134,475-56.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.47% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,794 | $3,418-18.3% | $2,812-0.6% | $4,740-41.1% |
| Participant deferral / active EE | $5,970 | $5,238+14.0% | $4,426+34.9% | $6,400-6.7% |
| Admin fee / account holder | $3,760 | $6,944-45.8% | $5,425-30.7% | $11,426-67.1% |