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 | $207,146 | $138,065+50.0% | $123,544+67.7% | $135,375+53.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.83% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $10,632 | $5,151+106.4% | $4,628+129.7% | $4,779+122.5% |
| Participant deferral / active EE | $5,515 | $6,799-18.9% | $6,426-14.2% | $5,609-1.7% |
| Admin fee / account holder | $5,205 | $10,916-52.3% | $9,284-43.9% | $10,827-51.9% |