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 | $208,625 | $93,024+124.3% | $77,024+170.9% | $134,475+55.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.88% | 62.60%-83.5pp | 42.32%-63.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $8,499 | $3,418+148.7% | $2,812+202.2% | $4,740+79.3% |
| Participant deferral / active EE | $3,341 | $5,238-36.2% | $4,426-24.5% | $6,400-47.8% |
| Admin fee / account holder | $6,250 | $6,944-10.0% | $5,425+15.2% | $11,426-45.3% |