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 | $160,629 | $138,065+16.3% | $123,544+30.0% | $135,375+18.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.51% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,518 | $5,151-12.3% | $4,628-2.4% | $4,779-5.5% |
| Participant deferral / active EE | $10,197 | $6,799+50.0% | $6,426+58.7% | $5,609+81.8% |
| Admin fee / account holder | $4,214 | $10,916-61.4% | $9,284-54.6% | $10,827-61.1% |