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 | $13,183 | $93,024-85.8% | $77,024-82.9% | $134,475-90.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -3.82% | 62.60%-66.4pp | 42.32%-46.1pp | 417.96%-421.8pp |
| Employer contribution / active EE | $1,313 | $3,418-61.6% | $2,812-53.3% | $4,740-72.3% |
| Participant deferral / active EE | $1,903 | $5,238-63.7% | $4,426-57.0% | $6,400-70.3% |
| Admin fee / account holder | $19,171 | $6,944+176.1% | $5,425+253.4% | $11,426+67.8% |