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 | $148,398 | $138,065+7.5% | $123,544+20.1% | $135,375+9.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.36% | 153.68%-161.0pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,899 | $5,151+33.9% | $4,628+49.1% | $4,779+44.4% |
| Participant deferral / active EE | $5,274 | $6,799-22.4% | $6,426-17.9% | $5,609-6.0% |
| Admin fee / account holder | $7,363 | $10,916-32.5% | $9,284-20.7% | $10,827-32.0% |