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 | $135,003 | $93,024+45.1% | $77,024+75.3% | $134,475+0.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.28% | 62.60%-72.9pp | 42.32%-52.6pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,235 | $3,418-34.6% | $2,812-20.5% | $4,740-52.8% |
| Participant deferral / active EE | $18,700 | $5,238+257.0% | $4,426+322.5% | $6,400+192.2% |
| Admin fee / account holder | $201,206 | $6,944+2797.6% | $5,425+3608.6% | $11,426+1661.0% |