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 | $186,605 | $138,065+35.2% | $123,544+51.0% | $135,375+37.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,984 | $5,151-3.2% | $4,628+7.7% | $4,779+4.3% |
| Participant deferral / active EE | $9,840 | $6,799+44.7% | $6,426+53.1% | $5,609+75.4% |
| Admin fee / account holder | $816 | $10,916-92.5% | $9,284-91.2% | $10,827-92.5% |