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 | $130,068 | $93,024+39.8% | $77,024+68.9% | $134,475-3.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.86% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,204 | $3,418+23.0% | $2,812+49.5% | $4,740-11.3% |
| Participant deferral / active EE | $12,099 | $5,238+131.0% | $4,426+173.3% | $6,400+89.1% |
| Admin fee / account holder | $988 | $6,944-85.8% | $5,425-81.8% | $11,426-91.3% |