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 | $22,533 | $93,024-75.8% | $77,024-70.7% | $134,475-83.2% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -20.71% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,183 | $3,418-6.9% | $2,812+13.2% | $4,740-32.8% |
| Participant deferral / active EE | $8,600 | $5,238+64.2% | $4,426+94.3% | $6,400+34.4% |
| Admin fee / account holder | $1,341 | $6,944-80.7% | $5,425-75.3% | $11,426-88.3% |