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 | $153,729 | $138,065+11.3% | $123,544+24.4% | $135,375+13.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -3.17% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,575 | $5,151-30.6% | $4,628-22.8% | $4,779-25.2% |
| Participant deferral / active EE | $11,252 | $6,799+65.5% | $6,426+75.1% | $5,609+100.6% |
| Admin fee / account holder | $29,080 | $10,916+166.4% | $9,284+213.2% | $10,827+168.6% |