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 | $161,114 | $138,065+16.7% | $123,544+30.4% | $135,375+19.0% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,712 | $5,151-47.4% | $4,628-41.4% | $4,779-43.3% |
| Participant deferral / active EE | $7,663 | $6,799+12.7% | $6,426+19.3% | $5,609+36.6% |
| Admin fee / account holder | $2,711 | $10,916-75.2% | $9,284-70.8% | $10,827-75.0% |