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 | $206,934 | $138,065+49.9% | $123,544+67.5% | $135,375+52.9% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,687 | $5,151-47.8% | $4,628-41.9% | $4,779-43.8% |
| Participant deferral / active EE | $8,704 | $6,799+28.0% | $6,426+35.5% | $5,609+55.2% |
| Admin fee / account holder | $4,243 | $10,916-61.1% | $9,284-54.3% | $10,827-60.8% |