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 | $202,715 | $138,065+46.8% | $123,544+64.1% | $135,375+49.7% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -4.07% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,030 | $5,151-2.4% | $4,628+8.7% | $4,779+5.2% |
| Participant deferral / active EE | $10,740 | $6,799+58.0% | $6,426+67.1% | $5,609+91.5% |
| Admin fee / account holder | $2,548 | $10,916-76.7% | $9,284-72.6% | $10,827-76.5% |