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 | $161,301 | $138,065+16.8% | $123,544+30.6% | $135,375+19.2% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -5.18% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,321 | $5,151-54.9% | $4,628-49.8% | $4,779-51.4% |
| Participant deferral / active EE | $7,350 | $6,799+8.1% | $6,426+14.4% | $5,609+31.0% |
| Admin fee / account holder | $620 | $10,916-94.3% | $9,284-93.3% | $10,827-94.3% |