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 | $182,930 | $138,065+32.5% | $123,544+48.1% | $135,375+35.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.49% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $22,083 | $5,151+328.7% | $4,628+377.2% | $4,779+362.1% |
| Participant deferral / active EE | $10,250 | $6,799+50.8% | $6,426+59.5% | $5,609+82.7% |
| Admin fee / account holder | $1,932 | $10,916-82.3% | $9,284-79.2% | $10,827-82.2% |