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 | $146,546 | $138,065+6.1% | $123,544+18.6% | $135,375+8.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.65% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,133 | $5,151-39.2% | $4,628-32.3% | $4,779-34.4% |
| Participant deferral / active EE | $8,702 | $6,799+28.0% | $6,426+35.4% | $5,609+55.2% |
| Admin fee / account holder | $3,919 | $10,916-64.1% | $9,284-57.8% | $10,827-63.8% |