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 | $152,415 | $138,065+10.4% | $123,544+23.4% | $135,375+12.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.37% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,498 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $7,310 | $6,799+7.5% | $6,426+13.8% | $5,609+30.3% |
| Admin fee / account holder | $640 | $10,916-94.1% | $9,284-93.1% | $10,827-94.1% |