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 | $166,373 | $138,065+20.5% | $123,544+34.7% | $135,375+22.9% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -7.79% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $15,930 | $5,151+209.2% | $4,628+244.2% | $4,779+233.3% |
| Participant deferral / active EE | $10,948 | $6,799+61.0% | $6,426+70.4% | $5,609+95.2% |
| Admin fee / account holder | $4,741 | $10,916-56.6% | $9,284-48.9% | $10,827-56.2% |