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 5-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 | $149,495 | $93,024+60.7% | $77,024+94.1% | $134,475+11.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.77% | 62.60%-79.4pp | 42.32%-59.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,332 | $3,418-61.0% | $2,812-52.6% | $4,740-71.9% |
| Participant deferral / active EE | $7,752 | $5,238+48.0% | $4,426+75.1% | $6,400+21.1% |
| Admin fee / account holder | $4,661 | $6,944-32.9% | $5,425-14.1% | $11,426-59.2% |