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 | $155,280 | $93,024+66.9% | $77,024+101.6% | $134,475+15.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.85% | 62.60%-83.4pp | 42.32%-63.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,147 | $3,418-37.2% | $2,812-23.7% | $4,740-54.7% |
| Participant deferral / active EE | $8,900 | $5,238+69.9% | $4,426+101.1% | $6,400+39.1% |
| Admin fee / account holder | $6,052 | $6,944-12.8% | $5,425+11.5% | $11,426-47.0% |