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 7-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 | $28,106 | $93,024-69.8% | $77,024-63.5% | $134,475-79.1% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -20.13% | 62.60%-82.7pp | 42.32%-62.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,871 | $3,418-16.0% | $2,812+2.1% | $4,740-39.4% |
| Participant deferral / active EE | $6,215 | $5,238+18.7% | $4,426+40.4% | $6,400-2.9% |
| Admin fee / account holder | $324 | $6,944-95.3% | $5,425-94.0% | $11,426-97.2% |