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 | $113,920 | $67,331+69.2% | $60,874+87.1% | $134,475-15.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 49.93%-68.4pp | 16.90%-35.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $9,258 | $3,096+199.0% | $2,701+242.7% | $4,740+95.3% |
| Participant deferral / active EE | $4,956 | $4,538+9.2% | $3,817+29.8% | $6,400-22.6% |
| Admin fee / account holder | $6,660 | $4,582+45.3% | $3,224+106.6% | $11,426-41.7% |