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 | $213,101 | $67,331+216.5% | $60,874+250.1% | $134,475+58.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.06% | 49.93%-68.0pp | 16.90%-35.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,058 | $3,096-65.8% | $2,701-60.9% | $4,740-77.7% |
| Participant deferral / active EE | $4,197 | $4,538-7.5% | $3,817+10.0% | $6,400-34.4% |
| Admin fee / account holder | $337 | $4,582-92.6% | $3,224-89.5% | $11,426-97.0% |