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 | $173,195 | $93,024+86.2% | $77,024+124.9% | $134,475+28.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.62% | 62.60%-78.2pp | 42.32%-57.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,056 | $3,418+18.7% | $2,812+44.2% | $4,740-14.4% |
| Participant deferral / active EE | $11,752 | $5,238+124.4% | $4,426+165.5% | $6,400+83.6% |
| Admin fee / account holder | $1,658 | $6,944-76.1% | $5,425-69.4% | $11,426-85.5% |