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 | $199,553 | $138,065+44.5% | $123,544+61.5% | $135,375+47.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.30% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,647 | $5,151-9.8% | $4,628+0.4% | $4,779-2.8% |
| Participant deferral / active EE | $10,654 | $6,799+56.7% | $6,426+65.8% | $5,609+90.0% |
| Admin fee / account holder | $9,893 | $10,916-9.4% | $9,284+6.6% | $10,827-8.6% |