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 | $34,375 | $93,024-63.0% | $77,024-55.4% | $134,475-74.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -17.55% | 62.60%-80.1pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,200 | $3,418-35.6% | $2,812-21.8% | $4,740-53.6% |
| Participant deferral / active EE | $7,968 | $5,238+52.1% | $4,426+80.0% | $6,400+24.5% |
| Admin fee / account holder | $19,348 | $6,944+178.6% | $5,425+256.6% | $11,426+69.3% |