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 | $212,944 | $93,024+128.9% | $77,024+176.5% | $134,475+58.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.21% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,875 | $3,418+159.7% | $2,812+215.6% | $4,740+87.3% |
| Participant deferral / active EE | $7,543 | $5,238+44.0% | $4,426+70.4% | $6,400+17.9% |
| Admin fee / account holder | $992 | $6,944-85.7% | $5,425-81.7% | $11,426-91.3% |