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 | $206,613 | $138,065+49.6% | $123,544+67.2% | $135,375+52.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.80% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,928 | $5,151-43.2% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $7,982 | $6,799+17.4% | $6,426+24.2% | $5,609+42.3% |
| Admin fee / account holder | $7,934 | $10,916-27.3% | $9,284-14.5% | $10,827-26.7% |