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 | $115,823 | $93,024+24.5% | $77,024+50.4% | $134,475-13.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.56% | 62.60%-68.2pp | 42.32%-47.9pp | 417.96%-423.5pp |
| Employer contribution / active EE | $2,025 | $3,418-40.8% | $2,812-28.0% | $4,740-57.3% |
| Participant deferral / active EE | $10,800 | $5,238+106.2% | $4,426+144.0% | $6,400+68.8% |
| Admin fee / account holder | $4,000 | $6,944-42.4% | $5,425-26.3% | $11,426-65.0% |