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 | $118,474 | $93,024+27.4% | $77,024+53.8% | $134,475-11.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.94% | 62.60%-73.5pp | 42.32%-53.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,597 | $3,418-24.0% | $2,812-7.6% | $4,740-45.2% |
| Participant deferral / active EE | $18,694 | $5,238+256.9% | $4,426+322.3% | $6,400+192.1% |
| Admin fee / account holder | $1,762 | $6,944-74.6% | $5,425-67.5% | $11,426-84.6% |