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 | $247,291 | $93,024+165.8% | $77,024+221.1% | $134,475+83.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.64% | 62.60%-74.2pp | 42.32%-54.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,883 | $3,418-15.6% | $2,812+2.5% | $4,740-39.2% |
| Participant deferral / active EE | $17,258 | $5,238+229.5% | $4,426+289.9% | $6,400+169.7% |
| Admin fee / account holder | $3,130 | $6,944-54.9% | $5,425-42.3% | $11,426-72.6% |