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 | $203,812 | $138,065+47.6% | $123,544+65.0% | $135,375+50.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.09% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $2,791 | $5,151-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $3,751 | $6,799-44.8% | $6,426-41.6% | $5,609-33.1% |
| Admin fee / account holder | $27,070 | $10,916+148.0% | $9,284+191.6% | $10,827+150.0% |