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 | $138,677 | $138,065+0.4% | $123,544+12.2% | $135,375+2.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.57% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,467 | $5,151-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $7,117 | $6,799+4.7% | $6,426+10.8% | $5,609+26.9% |
| Admin fee / account holder | $17,363 | $10,916+59.1% | $9,284+87.0% | $10,827+60.4% |