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 | $31,152 | $93,024-66.5% | $77,024-59.6% | $134,475-76.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -10.00% | 62.60%-72.6pp | 42.32%-52.3pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,018 | $3,418-41.0% | $2,812-28.3% | $4,740-57.4% |
| Participant deferral / active EE | $2,381 | $5,238-54.5% | $4,426-46.2% | $6,400-62.8% |
| Admin fee / account holder | $4,494 | $6,944-35.3% | $5,425-17.2% | $11,426-60.7% |