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 | $158,209 | $138,065+14.6% | $123,544+28.1% | $135,375+16.9% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -5.18% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $9,871 | $5,151+91.6% | $4,628+113.3% | $4,779+106.6% |
| Participant deferral / active EE | $5,636 | $6,799-17.1% | $6,426-12.3% | $5,609+0.5% |
| Admin fee / account holder | $34,172 | $10,916+213.1% | $9,284+268.1% | $10,827+215.6% |