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 3-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 | $83,382 | $133,958-37.8% | $112,228-25.7% | $134,475-38.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.08% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $12,001 | $4,038+197.2% | $3,635+230.2% | $4,740+153.2% |
| Participant deferral / active EE | $11,313 | $5,291+113.8% | $4,728+139.3% | $6,400+76.8% |
| Admin fee / account holder | $1,975 | $7,489-73.6% | $6,410-69.2% | $11,426-82.7% |