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 | $179,223 | $138,065+29.8% | $123,544+45.1% | $135,375+32.4% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -5.37% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,877 | $5,151-44.2% | $4,628-37.8% | $4,779-39.8% |
| Participant deferral / active EE | $8,811 | $6,799+29.6% | $6,426+37.1% | $5,609+57.1% |
| Admin fee / account holder | $21,839 | $10,916+100.1% | $9,284+135.2% | $10,827+101.7% |