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 | $194,606 | $138,065+41.0% | $123,544+57.5% | $135,375+43.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -5.17% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,494 | $5,151-12.8% | $4,628-2.9% | $4,779-6.0% |
| Participant deferral / active EE | $11,732 | $6,799+72.6% | $6,426+82.6% | $5,609+109.2% |
| Admin fee / account holder | $9,204 | $10,916-15.7% | $9,284-0.9% | $10,827-15.0% |