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 | $113,913 | $93,024+22.5% | $77,024+47.9% | $134,475-15.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.03% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,057 | $3,418-39.8% | $2,812-26.8% | $4,740-56.6% |
| Participant deferral / active EE | $4,499 | $5,238-14.1% | $4,426+1.6% | $6,400-29.7% |
| Admin fee / account holder | $17,700 | $6,944+154.9% | $5,425+226.2% | $11,426+54.9% |