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 | $29,812 | $93,024-68.0% | $77,024-61.3% | $134,475-77.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -16.09% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,284 | $3,418-33.2% | $2,812-18.8% | $4,740-51.8% |
| Participant deferral / active EE | $5,026 | $5,238-4.0% | $4,426+13.5% | $6,400-21.5% |
| Admin fee / account holder | $555 | $6,944-92.0% | $5,425-89.8% | $11,426-95.1% |