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 | $137,792 | $93,024+48.1% | $77,024+78.9% | $134,475+2.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.08% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,956 | $3,418-13.5% | $2,812+5.1% | $4,740-37.6% |
| Participant deferral / active EE | $8,097 | $5,238+54.6% | $4,426+82.9% | $6,400+26.5% |
| Admin fee / account holder | $1,063 | $6,944-84.7% | $5,425-80.4% | $11,426-90.7% |