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 | $154,471 | $138,065+11.9% | $123,544+25.0% | $135,375+14.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.52% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,330 | $5,151+119.9% | $4,628+144.8% | $4,779+137.1% |
| Participant deferral / active EE | $15,348 | $6,799+125.7% | $6,426+138.9% | $5,609+173.6% |
| Admin fee / account holder | $2,310 | $10,916-78.8% | $9,284-75.1% | $10,827-78.7% |