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 | $187,929 | $67,331+179.1% | $60,874+208.7% | $134,475+39.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.96% | 49.93%-66.9pp | 16.90%-33.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,483 | $3,096+109.4% | $2,701+140.0% | $4,740+36.8% |
| Participant deferral / active EE | $9,298 | $4,538+104.9% | $3,817+143.6% | $6,400+45.3% |
| Admin fee / account holder | $5,609 | $4,582+22.4% | $3,224+74.0% | $11,426-50.9% |