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 | $170,650 | $93,024+83.4% | $77,024+121.6% | $134,475+26.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.51% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,521 | $3,418-26.2% | $2,812-10.3% | $4,740-46.8% |
| Participant deferral / active EE | $6,997 | $5,238+33.6% | $4,426+58.1% | $6,400+9.3% |
| Admin fee / account holder | $1,314 | $6,944-81.1% | $5,425-75.8% | $11,426-88.5% |