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 | $172,257 | $138,065+24.8% | $123,544+39.4% | $135,375+27.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -4.48% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $8,436 | $5,151+63.8% | $4,628+82.3% | $4,779+76.5% |
| Participant deferral / active EE | $13,868 | $6,799+104.0% | $6,426+115.8% | $5,609+147.3% |
| Admin fee / account holder | $26,085 | $10,916+139.0% | $9,284+181.0% | $10,827+140.9% |