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 | $41,287 | $93,024-55.6% | $77,024-46.4% | $134,475-69.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -17.39% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,513 | $3,418-26.5% | $2,812-10.6% | $4,740-47.0% |
| Participant deferral / active EE | $5,898 | $5,238+12.6% | $4,426+33.2% | $6,400-7.8% |
| Admin fee / account holder | $5,916 | $6,944-14.8% | $5,425+9.1% | $11,426-48.2% |