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 | $138,525 | $138,065+0.3% | $123,544+12.1% | $135,375+2.3% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,609 | $5,151-10.5% | $4,628-0.4% | $4,779-3.6% |
| Participant deferral / active EE | $10,175 | $6,799+49.7% | $6,426+58.4% | $5,609+81.4% |
| Admin fee / account holder | $1,587 | $10,916-85.5% | $9,284-82.9% | $10,827-85.3% |