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 | $104,033 | $93,024+11.8% | $77,024+35.1% | $134,475-22.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.84% | 62.60%-78.4pp | 42.32%-58.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $6,724 | $3,418+96.7% | $2,812+139.1% | $4,740+41.9% |
| Participant deferral / active EE | $15,119 | $5,238+188.7% | $4,426+241.6% | $6,400+136.2% |
| Admin fee / account holder | $25,528 | $6,944+267.6% | $5,425+370.5% | $11,426+123.4% |