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 | $49,842 | $93,024-46.4% | $77,024-35.3% | $134,475-62.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -18.23% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,440 | $3,418+59.2% | $2,812+93.4% | $4,740+14.8% |
| Participant deferral / active EE | $10,516 | $5,238+100.8% | $4,426+137.6% | $6,400+64.3% |
| Admin fee / account holder | $4,405 | $6,944-36.6% | $5,425-18.8% | $11,426-61.5% |