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 | $215,593 | $138,065+56.2% | $123,544+74.5% | $135,375+59.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.66% | 153.68%-157.3pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,047 | $5,151-21.4% | $4,628-12.5% | $4,779-15.3% |
| Participant deferral / active EE | $10,863 | $6,799+59.8% | $6,426+69.1% | $5,609+93.7% |
| Admin fee / account holder | $1,771 | $10,916-83.8% | $9,284-80.9% | $10,827-83.6% |