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 | $157,165 | $93,024+69.0% | $77,024+104.0% | $134,475+16.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.07% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,081 | $3,418-39.1% | $2,812-26.0% | $4,740-56.1% |
| Participant deferral / active EE | $4,712 | $5,238-10.0% | $4,426+6.4% | $6,400-26.4% |
| Admin fee / account holder | $2,774 | $6,944-60.0% | $5,425-48.9% | $11,426-75.7% |