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 | $156,588 | $138,065+13.4% | $123,544+26.7% | $135,375+15.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.84% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,567 | $5,151-30.8% | $4,628-22.9% | $4,779-25.4% |
| Participant deferral / active EE | $12,246 | $6,799+80.1% | $6,426+90.6% | $5,609+118.3% |
| Admin fee / account holder | $21,677 | $10,916+98.6% | $9,284+133.5% | $10,827+100.2% |