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 | $187,890 | $67,331+179.1% | $60,874+208.7% | $134,475+39.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.56% | 49.93%-61.5pp | 16.90%-28.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $9,721 | $3,096+213.9% | $2,701+259.8% | $4,740+105.1% |
| Participant deferral / active EE | $1,626 | $4,538-64.2% | $3,817-57.4% | $6,400-74.6% |
| Admin fee / account holder | $38,012 | $4,582+729.6% | $3,224+1078.9% | $11,426+232.7% |