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 | $47,368 | $93,024-49.1% | $77,024-38.5% | $134,475-64.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -15.75% | 62.60%-78.3pp | 42.32%-58.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,476 | $3,418-27.6% | $2,812-12.0% | $4,740-47.8% |
| Participant deferral / active EE | $7,877 | $5,238+50.4% | $4,426+78.0% | $6,400+23.1% |
| Admin fee / account holder | $991 | $6,944-85.7% | $5,425-81.7% | $11,426-91.3% |