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 | $225,264 | $93,024+142.2% | $77,024+192.5% | $134,475+67.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.86% | 62.60%-71.5pp | 42.32%-51.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $32,490 | $3,418+850.6% | $2,812+1055.3% | $4,740+585.5% |
| Participant deferral / active EE | $3,250 | $5,238-38.0% | $4,426-26.6% | $6,400-49.2% |
| Admin fee / account holder | $1,160,115 | $6,944+16606.7% | $5,425+21283.3% | $11,426+10053.4% |