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 | $219,617 | $93,024+136.1% | $77,024+185.1% | $134,475+63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.66% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,988 | $3,418+16.7% | $2,812+41.8% | $4,740-15.9% |
| Participant deferral / active EE | $9,487 | $5,238+81.1% | $4,426+114.3% | $6,400+48.2% |
| Admin fee / account holder | $1,132 | $6,944-83.7% | $5,425-79.1% | $11,426-90.1% |