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 3-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 | $27,096 | $93,024-70.9% | $77,024-64.8% | $134,475-79.9% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,400 | $3,418-0.5% | $2,812+20.9% | $4,740-28.3% |
| Participant deferral / active EE | $2,762 | $5,238-47.3% | $4,426-37.6% | $6,400-56.8% |
| Admin fee / account holder | $2,527 | $6,944-63.6% | $5,425-53.4% | $11,426-77.9% |