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 | $102,851 | $93,024+10.6% | $77,024+33.5% | $134,475-23.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.88% | 62.60%-75.5pp | 42.32%-55.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $12,552 | $3,418+267.3% | $2,812+346.4% | $4,740+164.8% |
| Participant deferral / active EE | $5,832 | $5,238+11.3% | $4,426+31.8% | $6,400-8.9% |
| Admin fee / account holder | $62,333 | $6,944+797.7% | $5,425+1048.9% | $11,426+445.5% |