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 | $166,498 | $138,065+20.6% | $123,544+34.8% | $135,375+23.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.04% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $9,774 | $5,151+89.7% | $4,628+111.2% | $4,779+104.5% |
| Participant deferral / active EE | $13,466 | $6,799+98.1% | $6,426+109.6% | $5,609+140.1% |
| Admin fee / account holder | $25,368 | $10,916+132.4% | $9,284+173.2% | $10,827+134.3% |