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 | $198,358 | $138,065+43.7% | $123,544+60.6% | $135,375+46.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.10% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $7,611 | $5,151+47.7% | $4,628+64.5% | $4,779+59.3% |
| Participant deferral / active EE | $2,273 | $6,799-66.6% | $6,426-64.6% | $5,609-59.5% |
| Admin fee / account holder | $173,080 | $10,916+1485.6% | $9,284+1764.3% | $10,827+1498.6% |