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 | $173,388 | $138,065+25.6% | $123,544+40.3% | $135,375+28.1% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -4.93% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,043 | $5,151-79.7% | $4,628-77.5% | $4,779-78.2% |
| Participant deferral / active EE | $8,633 | $6,799+27.0% | $6,426+34.4% | $5,609+53.9% |
| Admin fee / account holder | $8,064 | $10,916-26.1% | $9,284-13.1% | $10,827-25.5% |