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 | $183,314 | $138,065+32.8% | $123,544+48.4% | $135,375+35.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.75% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,362 | $5,151-15.3% | $4,628-5.7% | $4,779-8.7% |
| Participant deferral / active EE | $3,608 | $6,799-46.9% | $6,426-43.8% | $5,609-35.7% |
| Admin fee / account holder | $5,918 | $10,916-45.8% | $9,284-36.3% | $10,827-45.3% |