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 | $179,709 | $133,958+34.2% | $112,228+60.1% | $134,475+33.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.04% | 47.11%-49.2pp | 27.45%-29.5pp | 417.96%-420.0pp |
| Employer contribution / active EE | $7,172 | $4,038+77.6% | $3,635+97.3% | $4,740+51.3% |
| Participant deferral / active EE | $7,269 | $5,291+37.4% | $4,728+53.7% | $6,400+13.6% |
| Admin fee / account holder | $16,400 | $7,489+119.0% | $6,410+155.9% | $11,426+43.5% |