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 | $183,707 | $93,024+97.5% | $77,024+138.5% | $134,475+36.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.09% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,018 | $3,418+46.8% | $2,812+78.4% | $4,740+5.9% |
| Participant deferral / active EE | $11,209 | $5,238+114.0% | $4,426+153.2% | $6,400+75.2% |
| Admin fee / account holder | $868 | $6,944-87.5% | $5,425-84.0% | $11,426-92.4% |