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 | $232,940 | $138,065+68.7% | $123,544+88.5% | $135,375+72.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.32% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,467 | $5,151-71.5% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $7,360 | $6,799+8.2% | $6,426+14.5% | $5,609+31.2% |
| Admin fee / account holder | $5,758 | $10,916-47.3% | $9,284-38.0% | $10,827-46.8% |