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 | $161,754 | $93,024+73.9% | $77,024+110.0% | $134,475+20.3% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -18.09% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,838 | $3,418-17.0% | $2,812+0.9% | $4,740-40.1% |
| Participant deferral / active EE | $11,003 | $5,238+110.1% | $4,426+148.6% | $6,400+71.9% |
| Admin fee / account holder | $18,500 | $6,944+166.4% | $5,425+241.0% | $11,426+61.9% |