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 | $216,678 | $138,065+56.9% | $123,544+75.4% | $135,375+60.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.07% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,420 | $5,151-14.2% | $4,628-4.5% | $4,779-7.5% |
| Participant deferral / active EE | $10,796 | $6,799+58.8% | $6,426+68.0% | $5,609+92.5% |
| Admin fee / account holder | $23,041 | $10,916+111.1% | $9,284+148.2% | $10,827+112.8% |