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 | $193,492 | $138,065+40.1% | $123,544+56.6% | $135,375+42.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.98% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,558 | $5,151-30.9% | $4,628-23.1% | $4,779-25.6% |
| Participant deferral / active EE | $4,109 | $6,799-39.6% | $6,426-36.1% | $5,609-26.7% |
| Admin fee / account holder | $3,385 | $10,916-69.0% | $9,284-63.5% | $10,827-68.7% |