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 | $123,087 | $93,024+32.3% | $77,024+59.8% | $134,475-8.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.77% | 62.60%-74.4pp | 42.32%-54.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,789 | $3,418+10.9% | $2,812+34.7% | $4,740-20.1% |
| Participant deferral / active EE | $16,482 | $5,238+214.7% | $4,426+272.4% | $6,400+157.5% |
| Admin fee / account holder | $76,779 | $6,944+1005.7% | $5,425+1315.2% | $11,426+572.0% |