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 | $236,612 | $133,958+76.6% | $112,228+110.8% | $134,475+76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.31% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,456 | $4,038-14.4% | $3,635-4.9% | $4,740-27.1% |
| Participant deferral / active EE | $11,850 | $5,291+124.0% | $4,728+150.6% | $6,400+85.2% |
| Admin fee / account holder | $30,154 | $7,489+302.7% | $6,410+370.4% | $11,426+163.9% |