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 | $169,485 | $138,065+22.8% | $123,544+37.2% | $135,375+25.2% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,908 | $5,151-24.1% | $4,628-15.6% | $4,779-18.2% |
| Participant deferral / active EE | $7,188 | $6,799+5.7% | $6,426+11.9% | $5,609+28.2% |
| Admin fee / account holder | $37,455 | $10,916+243.1% | $9,284+303.4% | $10,827+245.9% |