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 | $232,099 | $93,024+149.5% | $77,024+201.3% | $134,475+72.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.89% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $9,369 | $3,418+174.1% | $2,812+233.2% | $4,740+97.7% |
| Participant deferral / active EE | $11,874 | $5,238+126.7% | $4,426+168.2% | $6,400+85.5% |
| Admin fee / account holder | $24,326 | $6,944+250.3% | $5,425+348.4% | $11,426+112.9% |