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 | $183,627 | $138,065+33.0% | $123,544+48.6% | $135,375+35.6% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -5.33% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,507 | $5,151-70.7% | $4,628-67.4% | $4,779-68.5% |
| Participant deferral / active EE | $11,713 | $6,799+72.3% | $6,426+82.3% | $5,609+108.8% |
| Admin fee / account holder | $1,900 | $10,916-82.6% | $9,284-79.5% | $10,827-82.4% |