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 | $174,673 | $138,065+26.5% | $123,544+41.4% | $135,375+29.0% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -7.97% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,431 | $5,151-14.0% | $4,628-4.3% | $4,779-7.3% |
| Participant deferral / active EE | $10,417 | $6,799+53.2% | $6,426+62.1% | $5,609+85.7% |
| Admin fee / account holder | $9,406 | $10,916-13.8% | $9,284+1.3% | $10,827-13.1% |