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 | $168,829 | $138,065+22.3% | $123,544+36.7% | $135,375+24.7% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.50% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,483 | $5,151-32.4% | $4,628-24.7% | $4,779-27.1% |
| Participant deferral / active EE | $6,822 | $6,799+0.3% | $6,426+6.2% | $5,609+21.6% |
| Admin fee / account holder | $4,535 | $10,916-58.5% | $9,284-51.2% | $10,827-58.1% |