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 | $184,790 | $138,065+33.8% | $123,544+49.6% | $135,375+36.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.59% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,663 | $5,151-9.5% | $4,628+0.8% | $4,779-2.4% |
| Participant deferral / active EE | $8,945 | $6,799+31.6% | $6,426+39.2% | $5,609+59.5% |
| Admin fee / account holder | $1,055 | $10,916-90.3% | $9,284-88.6% | $10,827-90.3% |