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 | $164,530 | $138,065+19.2% | $123,544+33.2% | $135,375+21.5% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -4.91% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,621 | $5,151+9.1% | $4,628+21.5% | $4,779+17.6% |
| Participant deferral / active EE | $12,466 | $6,799+83.3% | $6,426+94.0% | $5,609+122.3% |
| Admin fee / account holder | $41,444 | $10,916+279.7% | $9,284+346.4% | $10,827+282.8% |