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 | $104,021 | $67,331+54.5% | $60,874+70.9% | $134,475-22.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.80% | 49.93%-62.7pp | 16.90%-29.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $11,253 | $3,096+263.4% | $2,701+316.6% | $4,740+137.4% |
| Participant deferral / active EE | $1,562 | $4,538-65.6% | $3,817-59.1% | $6,400-75.6% |
| Admin fee / account holder | $1,274 | $4,582-72.2% | $3,224-60.5% | $11,426-88.9% |