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 | $180,707 | $138,065+30.9% | $123,544+46.3% | $135,375+33.5% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -4.61% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,595 | $5,151-10.8% | $4,628-0.7% | $4,779-3.8% |
| Participant deferral / active EE | $10,099 | $6,799+48.5% | $6,426+57.2% | $5,609+80.1% |
| Admin fee / account holder | $31,853 | $10,916+191.8% | $9,284+243.1% | $10,827+194.2% |