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 | $149,024 | $138,065+7.9% | $123,544+20.6% | $135,375+10.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,545 | $5,151-11.8% | $4,628-1.8% | $4,779-4.9% |
| Participant deferral / active EE | $9,641 | $6,799+41.8% | $6,426+50.0% | $5,609+71.9% |
| Admin fee / account holder | $1,596 | $10,916-85.4% | $9,284-82.8% | $10,827-85.3% |