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 | $238,269 | $93,024+156.1% | $77,024+209.3% | $134,475+77.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -21.12% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,742 | $3,418+9.5% | $2,812+33.1% | $4,740-21.0% |
| Participant deferral / active EE | $10,519 | $5,238+100.8% | $4,426+137.6% | $6,400+64.4% |
| Admin fee / account holder | $1,227 | $6,944-82.3% | $5,425-77.4% | $11,426-89.3% |