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 | $147,985 | $138,065+7.2% | $123,544+19.8% | $135,375+9.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.14% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $7,042 | $5,151+36.7% | $4,628+52.2% | $4,779+47.4% |
| Participant deferral / active EE | $11,931 | $6,799+75.5% | $6,426+85.7% | $5,609+112.7% |
| Admin fee / account holder | $328 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |