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 | $172,162 | $93,024+85.1% | $77,024+123.5% | $134,475+28.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.54% | 62.60%-79.1pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $25,320 | $3,418+640.8% | $2,812+800.4% | $4,740+434.2% |
| Participant deferral / active EE | $13,246 | $5,238+152.9% | $4,426+199.2% | $6,400+107.0% |
| Admin fee / account holder | $4,932 | $6,944-29.0% | $5,425-9.1% | $11,426-56.8% |