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 5-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 | $29,200 | $93,024-68.6% | $77,024-62.1% | $134,475-78.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -12.74% | 62.60%-75.3pp | 42.32%-55.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,110 | $3,418+20.2% | $2,812+46.1% | $4,740-13.3% |
| Participant deferral / active EE | $10,082 | $5,238+92.5% | $4,426+127.8% | $6,400+57.5% |
| Admin fee / account holder | $12,371 | $6,944+78.2% | $5,425+128.0% | $11,426+8.3% |