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 | $243,588 | $138,065+76.4% | $123,544+97.2% | $135,375+79.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.50% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,873 | $5,151-5.4% | $4,628+5.3% | $4,779+2.0% |
| Participant deferral / active EE | $13,253 | $6,799+94.9% | $6,426+106.3% | $5,609+136.3% |
| Admin fee / account holder | $9,961 | $10,916-8.8% | $9,284+7.3% | $10,827-8.0% |