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 | $67,714 | $93,024-27.2% | $77,024-12.1% | $134,475-49.6% |
| Participation rate | 73.3% | 74.5%-1.1pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -8.53% | 62.60%-71.1pp | 42.32%-50.8pp | 417.96%-426.5pp |
| Employer contribution / active EE | $399 | $3,418-88.3% | $2,812-85.8% | $4,740-91.6% |
| Participant deferral / active EE | $2,606 | $5,238-50.3% | $4,426-41.1% | $6,400-59.3% |
| Admin fee / account holder | $17,268 | $6,944+148.7% | $5,425+218.3% | $11,426+51.1% |