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 | $173,639 | $43,723+297.1% | $121,196+43.3% | $64,186+170.5% |
| Participation rate | 98.3% | 58.3%+40.0pp | 71.7%+26.5pp | 69.6%+28.7pp |
| Annual return | -4.42% | 68.91%-73.3pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $16,555 | $1,296+1177.2% | $4,022+311.6% | $2,381+595.4% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,128 | $3,501+103.6% | $5,019+42.0% | $4,888+45.8% |