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 | $241,169 | $93,024+159.3% | $77,024+213.1% | $134,475+79.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.02% | 62.60%-73.6pp | 42.32%-53.3pp | 417.96%-429.0pp |
| Employer contribution / active EE | $17,654 | $3,418+416.5% | $2,812+527.8% | $4,740+272.5% |
| Participant deferral / active EE | $14,900 | $5,238+184.5% | $4,426+236.6% | $6,400+132.8% |
| Admin fee / account holder | $1,063 | $6,944-84.7% | $5,425-80.4% | $11,426-90.7% |