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 | $154,035 | $138,065+11.6% | $123,544+24.7% | $135,375+13.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -5.66% | 153.68%-159.3pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,487 | $5,151-51.7% | $4,628-46.3% | $4,779-48.0% |
| Participant deferral / active EE | $6,797 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $902 | $10,916-91.7% | $9,284-90.3% | $10,827-91.7% |