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 | $118,704 | $93,024+27.6% | $77,024+54.1% | $134,475-11.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.57% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $17,125 | $3,418+401.1% | $2,812+509.0% | $4,740+261.3% |
| Participant deferral / active EE | $10,769 | $5,238+105.6% | $4,426+143.3% | $6,400+68.3% |
| Admin fee / account holder | $1,565 | $6,944-77.5% | $5,425-71.2% | $11,426-86.3% |