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 | $112,653 | $93,024+21.1% | $77,024+46.3% | $134,475-16.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.59% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $11,473 | $3,418+235.7% | $2,812+308.0% | $4,740+142.1% |
| Participant deferral / active EE | $7,224 | $5,238+37.9% | $4,426+63.2% | $6,400+12.9% |
| Admin fee / account holder | $574 | $6,944-91.7% | $5,425-89.4% | $11,426-95.0% |