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 | $153,306 | $93,024+64.8% | $77,024+99.0% | $134,475+14.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -13.79% | 62.60%-76.4pp | 42.32%-56.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,115 | $3,418-67.4% | $2,812-60.4% | $4,740-76.5% |
| Participant deferral / active EE | $10,027 | $5,238+91.4% | $4,426+126.5% | $6,400+56.7% |
| Admin fee / account holder | $4,210 | $6,944-39.4% | $5,425-22.4% | $11,426-63.2% |