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 | $153,979 | $67,331+128.7% | $60,874+152.9% | $134,475+14.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.47% | 49.93%-66.4pp | 16.90%-33.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,458 | $3,096+237.7% | $2,701+287.1% | $4,740+120.6% |
| Participant deferral / active EE | $6,727 | $4,538+48.2% | $3,817+76.2% | $6,400+5.1% |
| Admin fee / account holder | $35,520 | $4,582+675.2% | $3,224+1001.6% | $11,426+210.9% |