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 | $152,995 | $93,024+64.5% | $77,024+98.6% | $134,475+13.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.42% | 62.60%-77.0pp | 42.32%-56.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,099 | $3,418-38.6% | $2,812-25.4% | $4,740-55.7% |
| Participant deferral / active EE | $8,257 | $5,238+57.6% | $4,426+86.5% | $6,400+29.0% |
| Admin fee / account holder | $5,211 | $6,944-25.0% | $5,425-4.0% | $11,426-54.4% |