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 | $197,525 | $67,331+193.4% | $60,874+224.5% | $134,475+46.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.09% | 49.93%-68.0pp | 16.90%-35.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $9,515 | $3,096+207.3% | $2,701+252.2% | $4,740+100.8% |
| Participant deferral / active EE | $6,431 | $4,538+41.7% | $3,817+68.5% | $6,400+0.5% |
| Admin fee / account holder | $8,767 | $4,582+91.3% | $3,224+171.9% | $11,426-23.3% |