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 | $177,153 | $138,065+28.3% | $123,544+43.4% | $135,375+30.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.94% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $10,329 | $5,151+100.5% | $4,628+123.2% | $4,779+116.2% |
| Participant deferral / active EE | $14,951 | $6,799+119.9% | $6,426+132.7% | $5,609+166.6% |
| Admin fee / account holder | $17,679 | $10,916+62.0% | $9,284+90.4% | $10,827+63.3% |