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 | $63,267 | $93,024-32.0% | $77,024-17.9% | $134,475-53.0% |
| Participation rate | 78.3% | 74.5%+3.8pp | 67.9%+10.4pp | 81.2%-3.0pp |
| Annual return | -18.80% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,329 | $3,418-31.9% | $2,812-17.2% | $4,740-50.9% |
| Participant deferral / active EE | $4,126 | $5,238-21.2% | $4,426-6.8% | $6,400-35.5% |
| Admin fee / account holder | $886 | $6,944-87.2% | $5,425-83.7% | $11,426-92.2% |