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 | $163,847 | $135,635+20.8% | $110,238+48.6% | $135,375+21.0% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -4.94% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,064 | $4,906+23.6% | $3,826+58.5% | $4,779+26.9% |
| Participant deferral / active EE | $11,788 | $5,506+114.1% | $4,672+152.3% | $5,609+110.2% |
| Admin fee / account holder | $2,449 | $11,457-78.6% | $8,547-71.4% | $10,827-77.4% |