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 | $160,503 | $160,055+0.3% | $140,016+14.6% | $135,375+18.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -2.08% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,490 | $6,420-30.1% | $5,606-19.9% | $4,779-6.1% |
| Participant deferral / active EE | $13,234 | $7,642+73.2% | $6,927+91.0% | $5,609+135.9% |
| Admin fee / account holder | $19,803 | $13,328+48.6% | $10,705+85.0% | $10,827+82.9% |