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 | $215,330 | $138,065+56.0% | $123,544+74.3% | $135,375+59.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $5,128 | $5,151-0.5% | $4,628+10.8% | $4,779+7.3% |
| Participant deferral / active EE | $9,476 | $6,799+39.4% | $6,426+47.5% | $5,609+68.9% |
| Admin fee / account holder | $4,191 | $10,916-61.6% | $9,284-54.9% | $10,827-61.3% |