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 | $195,101 | $138,065+41.3% | $123,544+57.9% | $135,375+44.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.32% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,596 | $5,151-10.8% | $4,628-0.7% | $4,779-3.8% |
| Participant deferral / active EE | $6,396 | $6,799-5.9% | $6,426-0.5% | $5,609+14.0% |
| Admin fee / account holder | $3,711 | $10,916-66.0% | $9,284-60.0% | $10,827-65.7% |