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 | $162,601 | $138,065+17.8% | $123,544+31.6% | $135,375+20.1% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -4.93% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,364 | $6,799+37.7% | $6,426+45.7% | $5,609+66.9% |
| Admin fee / account holder | $3,316 | $10,916-69.6% | $9,284-64.3% | $10,827-69.4% |