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 | $239,326 | $93,024+157.3% | $77,024+210.7% | $134,475+78.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -18.72% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,795 | $3,418-18.2% | $2,812-0.6% | $4,740-41.0% |
| Participant deferral / active EE | $6,000 | $5,238+14.6% | $4,426+35.6% | $6,400-6.2% |
| Admin fee / account holder | $639 | $6,944-90.8% | $5,425-88.2% | $11,426-94.4% |