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 9-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 | $91,744 | $67,331+36.3% | $60,874+50.7% | $134,475-31.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.35% | 49.93%-67.3pp | 16.90%-34.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,680 | $3,096+18.8% | $2,701+36.2% | $4,740-22.4% |
| Participant deferral / active EE | $27,000 | $4,538+494.9% | $3,817+607.4% | $6,400+321.9% |
| Admin fee / account holder | $674 | $4,582-85.3% | $3,224-79.1% | $11,426-94.1% |