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 | $223,376 | $138,065+61.8% | $123,544+80.8% | $135,375+65.0% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,877 | $5,151-63.6% | $4,628-59.4% | $4,779-60.7% |
| Participant deferral / active EE | $8,194 | $6,799+20.5% | $6,426+27.5% | $5,609+46.1% |
| Admin fee / account holder | $1,871 | $10,916-82.9% | $9,284-79.8% | $10,827-82.7% |