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 | $143,180 | $138,065+3.7% | $123,544+15.9% | $135,375+5.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.44% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,928 | $5,151-4.3% | $4,628+6.5% | $4,779+3.1% |
| Participant deferral / active EE | $11,577 | $6,799+70.3% | $6,426+80.2% | $5,609+106.4% |
| Admin fee / account holder | $11,413 | $10,916+4.6% | $9,284+22.9% | $10,827+5.4% |