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 | $238,633 | $93,024+156.5% | $77,024+209.8% | $134,475+77.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.18% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,616 | $3,418+5.8% | $2,812+28.6% | $4,740-23.7% |
| Participant deferral / active EE | $9,212 | $5,238+75.9% | $4,426+108.1% | $6,400+43.9% |
| Admin fee / account holder | $94,338 | $6,944+1258.5% | $5,425+1638.8% | $11,426+725.6% |