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 | $154,749 | $138,065+12.1% | $123,544+25.3% | $135,375+14.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.21% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,764 | $5,151-7.5% | $4,628+2.9% | $4,779-0.3% |
| Participant deferral / active EE | $8,937 | $6,799+31.4% | $6,426+39.1% | $5,609+59.3% |
| Admin fee / account holder | $3,552 | $10,916-67.5% | $9,284-61.7% | $10,827-67.2% |