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 | $155,734 | $138,065+12.8% | $123,544+26.1% | $135,375+15.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -3.89% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,482 | $5,151-32.4% | $4,628-24.8% | $4,779-27.1% |
| Participant deferral / active EE | $9,748 | $6,799+43.4% | $6,426+51.7% | $5,609+73.8% |
| Admin fee / account holder | $79,914 | $10,916+632.1% | $9,284+760.8% | $10,827+638.1% |