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 7-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 | $96,836 | $93,024+4.1% | $77,024+25.7% | $134,475-28.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.16% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $6,023 | $3,418+76.2% | $2,812+114.2% | $4,740+27.1% |
| Participant deferral / active EE | $9,968 | $5,238+90.3% | $4,426+125.2% | $6,400+55.8% |
| Admin fee / account holder | $873 | $6,944-87.4% | $5,425-83.9% | $11,426-92.4% |