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 | $208,793 | $138,065+51.2% | $123,544+69.0% | $135,375+54.2% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -8.65% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $8,889 | $5,151+72.6% | $4,628+92.1% | $4,779+86.0% |
| Participant deferral / active EE | $10,431 | $6,799+53.4% | $6,426+62.3% | $5,609+86.0% |
| Admin fee / account holder | $1,823 | $10,916-83.3% | $9,284-80.4% | $10,827-83.2% |