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 | $162,623 | $135,635+19.9% | $110,238+47.5% | $135,375+20.1% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -3.92% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,972 | $4,906+21.7% | $3,826+56.1% | $4,779+25.0% |
| Participant deferral / active EE | $4,184 | $5,506-24.0% | $4,672-10.5% | $5,609-25.4% |
| Admin fee / account holder | $5,074 | $11,457-55.7% | $8,547-40.6% | $10,827-53.1% |