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 | $138,351 | $93,024+48.7% | $77,024+79.6% | $134,475+2.9% |
| 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 | $10,746 | $3,418+214.4% | $2,812+282.1% | $4,740+126.7% |
| Participant deferral / active EE | $11,460 | $5,238+118.8% | $4,426+158.9% | $6,400+79.1% |
| Admin fee / account holder | $5,893 | $6,944-15.1% | $5,425+8.6% | $11,426-48.4% |