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 4-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 | $101,154 | $64,707+56.3% | $112,228-9.9% | $68,494+47.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 87.70% | -11.40%+99.1pp | 27.45%+60.2pp | -7.84%+95.5pp |
| Employer contribution / active EE | $13,483 | $2,746+391.0% | $3,635+271.0% | $2,596+419.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,134 | $5,232-40.1% | $6,410-51.1% | $5,403-42.0% |