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 | $37,735 | $93,024-59.4% | $77,024-51.0% | $134,475-71.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.66% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $447 | $3,418-86.9% | $2,812-84.1% | $4,740-90.6% |
| Participant deferral / active EE | $1,220 | $5,238-76.7% | $4,426-72.4% | $6,400-80.9% |
| Admin fee / account holder | $13,862 | $6,944+99.6% | $5,425+155.5% | $11,426+21.3% |