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 | $187,474 | $138,065+35.8% | $123,544+51.7% | $135,375+38.5% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -6.75% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,831 | $5,151-45.1% | $4,628-38.8% | $4,779-40.8% |
| Participant deferral / active EE | $8,381 | $6,799+23.3% | $6,426+30.4% | $5,609+49.4% |
| Admin fee / account holder | $12,710 | $10,916+16.4% | $9,284+36.9% | $10,827+17.4% |