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 | $173,028 | $138,065+25.3% | $123,544+40.1% | $135,375+27.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.98% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,998 | $5,151-41.8% | $4,628-35.2% | $4,779-37.3% |
| Participant deferral / active EE | $7,546 | $6,799+11.0% | $6,426+17.4% | $5,609+34.5% |
| Admin fee / account holder | $953 | $10,916-91.3% | $9,284-89.7% | $10,827-91.2% |