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 | $228,202 | $93,024+145.3% | $77,024+196.3% | $134,475+69.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.63% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $8,908 | $3,418+160.6% | $2,812+216.8% | $4,740+87.9% |
| Participant deferral / active EE | $14,864 | $5,238+183.8% | $4,426+235.8% | $6,400+132.3% |
| Admin fee / account holder | $1,614 | $6,944-76.8% | $5,425-70.3% | $11,426-85.9% |