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 | $181,100 | $138,065+31.2% | $123,544+46.6% | $135,375+33.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.73% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,603 | $5,151-68.9% | $4,628-65.4% | $4,779-66.5% |
| Participant deferral / active EE | $6,514 | $6,799-4.2% | $6,426+1.4% | $5,609+16.1% |
| Admin fee / account holder | $114,995 | $10,916+953.5% | $9,284+1138.7% | $10,827+962.1% |