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 | $149,691 | $138,065+8.4% | $123,544+21.2% | $135,375+10.6% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,242 | $5,151-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $10,117 | $6,799+48.8% | $6,426+57.4% | $5,609+80.4% |
| Admin fee / account holder | $10,702 | $10,916-2.0% | $9,284+15.3% | $10,827-1.2% |