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 | $161,384 | $138,065+16.9% | $123,544+30.6% | $135,375+19.2% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.04% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,890 | $5,151-63.3% | $4,628-59.2% | $4,779-60.4% |
| Participant deferral / active EE | $8,527 | $6,799+25.4% | $6,426+32.7% | $5,609+52.0% |
| Admin fee / account holder | $2,586 | $10,916-76.3% | $9,284-72.1% | $10,827-76.1% |