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 3-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 | $41,663 | $93,024-55.2% | $77,024-45.9% | $134,475-69.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -16.23% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,836 | $3,418-46.3% | $2,812-34.7% | $4,740-61.3% |
| Participant deferral / active EE | $4,453 | $5,238-15.0% | $4,426+0.6% | $6,400-30.4% |
| Admin fee / account holder | $1,107 | $6,944-84.1% | $5,425-79.6% | $11,426-90.3% |