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 | $154,596 | $138,065+12.0% | $123,544+25.1% | $135,375+14.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.52% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,181 | $5,151-57.7% | $4,628-52.9% | $4,779-54.4% |
| Participant deferral / active EE | $2,969 | $6,799-56.3% | $6,426-53.8% | $5,609-47.1% |
| Admin fee / account holder | $1,573 | $10,916-85.6% | $9,284-83.1% | $10,827-85.5% |