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 | $147,368 | $136,179+8.2% | $98,755+49.2% | $167,490-12.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 10.26% | 67.53%-57.3pp | 49.91%-39.6pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,858 | $2,631+8.6% | $2,067+38.2% | $4,837-40.9% |
| Participant deferral / active EE | $4,923 | $3,716+32.5% | $3,035+62.2% | $6,341-22.4% |
| Admin fee / account holder | $35,588 | $5,031+607.4% | $4,076+773.1% | $12,309+189.1% |