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 | $214,047 | $93,024+130.1% | $77,024+177.9% | $134,475+59.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.68% | 62.60%-75.3pp | 42.32%-55.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $8,021 | $3,418+134.7% | $2,812+185.2% | $4,740+69.2% |
| Participant deferral / active EE | $4,151 | $5,238-20.8% | $4,426-6.2% | $6,400-35.1% |
| Admin fee / account holder | $1,587 | $6,944-77.1% | $5,425-70.7% | $11,426-86.1% |