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 | $132,651 | $43,723+203.4% | $121,196+9.5% | $64,186+106.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -3.44% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,286 | $1,296+76.3% | $4,022-43.2% | $2,381-4.0% |
| Participant deferral / active EE | $2,286 | $2,280+0.3% | $3,344-31.7% | $3,470-34.1% |
| Admin fee / account holder | $7,319 | $3,501+109.1% | $5,019+45.8% | $4,888+49.7% |