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 | $204,809 | $138,065+48.3% | $123,544+65.8% | $135,375+51.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.45% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $17,320 | $5,151+236.2% | $4,628+274.3% | $4,779+262.4% |
| Participant deferral / active EE | $5,833 | $6,799-14.2% | $6,426-9.2% | $5,609+4.0% |
| Admin fee / account holder | $7,500 | $10,916-31.3% | $9,284-19.2% | $10,827-30.7% |