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 | $105,413 | $67,331+56.6% | $60,874+73.2% | $134,475-21.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.61% | 49.93%-63.5pp | 16.90%-30.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,333 | $3,096-57.0% | $2,701-50.7% | $4,740-71.9% |
| Participant deferral / active EE | $5,330 | $4,538+17.4% | $3,817+39.7% | $6,400-16.7% |
| Admin fee / account holder | $6,327 | $4,582+38.1% | $3,224+96.2% | $11,426-44.6% |