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 | $160,024 | $138,065+15.9% | $123,544+29.5% | $135,375+18.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.05% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,335 | $5,151+23.0% | $4,628+36.9% | $4,779+32.6% |
| Participant deferral / active EE | $12,938 | $6,799+90.3% | $6,426+101.4% | $5,609+130.7% |
| Admin fee / account holder | $756 | $10,916-93.1% | $9,284-91.9% | $10,827-93.0% |