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 | $175,016 | $93,024+88.1% | $77,024+127.2% | $134,475+30.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.85% | 62.60%-71.4pp | 42.32%-51.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $4,520 | $3,418+32.3% | $2,812+60.7% | $4,740-4.6% |
| Participant deferral / active EE | $5,571 | $5,238+6.4% | $4,426+25.9% | $6,400-12.9% |
| Admin fee / account holder | $2,083 | $6,944-70.0% | $5,425-61.6% | $11,426-81.8% |