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 | $100,952 | $93,024+8.5% | $77,024+31.1% | $134,475-24.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.15% | 62.60%-81.7pp | 42.32%-61.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $8,122 | $3,418+137.6% | $2,812+188.8% | $4,740+71.4% |
| Participant deferral / active EE | $7,301 | $5,238+39.4% | $4,426+64.9% | $6,400+14.1% |
| Admin fee / account holder | $680 | $6,944-90.2% | $5,425-87.5% | $11,426-94.0% |