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 | $158,385 | $138,065+14.7% | $123,544+28.2% | $135,375+17.0% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -7.68% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,977 | $5,151-22.8% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $5,892 | $6,799-13.3% | $6,426-8.3% | $5,609+5.0% |
| Admin fee / account holder | $7,666 | $10,916-29.8% | $9,284-17.4% | $10,827-29.2% |