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 | $75,473 | $45,566+65.6% | $64,105+17.7% | $59,632+26.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.16% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $3,087 | $934+230.4% | $1,820+69.6% | $2,203+40.1% |
| Participant deferral / active EE | $2,771 | $2,057+34.7% | $2,822-1.8% | $3,192-13.2% |
| Admin fee / account holder | $1,210 | $3,268-63.0% | $4,499-73.1% | $4,297-71.9% |