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 | $234,802 | $93,024+152.4% | $77,024+204.8% | $134,475+74.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.99% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,604 | $3,418+34.7% | $2,812+63.7% | $4,740-2.9% |
| Participant deferral / active EE | $12,886 | $5,238+146.0% | $4,426+191.1% | $6,400+101.4% |
| Admin fee / account holder | $1,579 | $6,944-77.3% | $5,425-70.9% | $11,426-86.2% |