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 | $102,688 | $93,024+10.4% | $77,024+33.3% | $134,475-23.6% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -16.63% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $771 | $3,418-77.5% | $2,812-72.6% | $4,740-83.7% |
| Participant deferral / active EE | $1,860 | $5,238-64.5% | $4,426-58.0% | $6,400-70.9% |
| Admin fee / account holder | $442 | $6,944-93.6% | $5,425-91.8% | $11,426-96.1% |