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 | $152,705 | $93,024+64.2% | $77,024+98.3% | $134,475+13.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.05% | 62.60%-78.6pp | 42.32%-58.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,587 | $3,418-53.6% | $2,812-43.6% | $4,740-66.5% |
| Participant deferral / active EE | $2,983 | $5,238-43.0% | $4,426-32.6% | $6,400-53.4% |
| Admin fee / account holder | $17,799 | $6,944+156.3% | $5,425+228.1% | $11,426+55.8% |