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 | $103,054 | $93,024+10.8% | $77,024+33.8% | $134,475-23.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.73% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,146 | $3,418+21.3% | $2,812+47.4% | $4,740-12.5% |
| Participant deferral / active EE | $11,971 | $5,238+128.5% | $4,426+170.4% | $6,400+87.1% |
| Admin fee / account holder | $8,403 | $6,944+21.0% | $5,425+54.9% | $11,426-26.5% |