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 | $155,772 | $67,331+131.4% | $60,874+155.9% | $134,475+15.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.49% | 49.93%-60.4pp | 16.90%-27.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $5,948 | $3,096+92.1% | $2,701+120.2% | $4,740+25.5% |
| Participant deferral / active EE | $13,028 | $4,538+187.1% | $3,817+241.3% | $6,400+103.6% |
| Admin fee / account holder | $68,272 | $4,582+1390.0% | $3,224+2017.4% | $11,426+497.5% |