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 | $50,285 | $93,024-45.9% | $77,024-34.7% | $134,475-62.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.81% | 62.60%-78.4pp | 42.32%-58.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,036 | $3,418-11.2% | $2,812+7.9% | $4,740-36.0% |
| Participant deferral / active EE | $6,257 | $5,238+19.5% | $4,426+41.4% | $6,400-2.2% |
| Admin fee / account holder | $3,349 | $6,944-51.8% | $5,425-38.3% | $11,426-70.7% |