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 | $227,958 | $138,065+65.1% | $123,544+84.5% | $135,375+68.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.62% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,187 | $5,151-18.7% | $4,628-9.5% | $4,779-12.4% |
| Participant deferral / active EE | $8,201 | $6,799+20.6% | $6,426+27.6% | $5,609+46.2% |
| Admin fee / account holder | $7,401 | $10,916-32.2% | $9,284-20.3% | $10,827-31.6% |