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 | $247,237 | $106,543+132.1% | $91,220+171.0% | $134,475+83.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.90% | 160.60%-171.5pp | 114.01%-124.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $5,226 | $3,331+56.9% | $2,850+83.4% | $4,740+10.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,384 | $6,231+114.8% | $5,420+146.9% | $11,426+17.1% |