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 | $105,456 | $93,024+13.4% | $77,024+36.9% | $134,475-21.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.96% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,295 | $3,418-62.1% | $2,812-54.0% | $4,740-72.7% |
| Participant deferral / active EE | $4,145 | $5,238-20.9% | $4,426-6.4% | $6,400-35.2% |
| Admin fee / account holder | $821 | $6,944-88.2% | $5,425-84.9% | $11,426-92.8% |