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 | $89,538 | $93,024-3.7% | $77,024+16.2% | $134,475-33.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.98% | 62.60%-80.6pp | 42.32%-60.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,583 | $3,418+4.8% | $2,812+27.4% | $4,740-24.4% |
| Participant deferral / active EE | $11,165 | $5,238+113.2% | $4,426+152.2% | $6,400+74.5% |
| Admin fee / account holder | $482 | $6,944-93.1% | $5,425-91.1% | $11,426-95.8% |