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 | $248,071 | $67,331+268.4% | $60,874+307.5% | $134,475+84.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.73% | 49.93%-66.7pp | 16.90%-33.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $17,652 | $3,096+470.1% | $2,701+553.4% | $4,740+272.4% |
| Participant deferral / active EE | $3,806 | $4,538-16.1% | $3,817-0.3% | $6,400-40.5% |
| Admin fee / account holder | $32,992 | $4,582+620.0% | $3,224+923.2% | $11,426+188.7% |