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 | $146,062 | $138,065+5.8% | $123,544+18.2% | $135,375+7.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.92% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,939 | $5,151+34.7% | $4,628+49.9% | $4,779+45.2% |
| Participant deferral / active EE | $10,667 | $6,799+56.9% | $6,426+66.0% | $5,609+90.2% |
| Admin fee / account holder | $34,817 | $10,916+219.0% | $9,284+275.0% | $10,827+221.6% |