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 | $223,105 | $138,065+61.6% | $123,544+80.6% | $135,375+64.8% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -7.14% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,482 | $5,151-32.4% | $4,628-24.8% | $4,779-27.1% |
| Participant deferral / active EE | $9,099 | $6,799+33.8% | $6,426+41.6% | $5,609+62.2% |
| Admin fee / account holder | $12,970 | $10,916+18.8% | $9,284+39.7% | $10,827+19.8% |