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 | $232,355 | $138,065+68.3% | $123,544+88.1% | $135,375+71.6% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.91% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,498 | $5,151-32.1% | $4,628-24.4% | $4,779-26.8% |
| Participant deferral / active EE | $10,500 | $6,799+54.4% | $6,426+63.4% | $5,609+87.2% |
| Admin fee / account holder | $5,284 | $10,916-51.6% | $9,284-43.1% | $10,827-51.2% |