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 | $197,651 | $168,632+17.2% | $147,614+33.9% | $125,391+57.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.33% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $12,083 | $6,252+93.3% | $5,564+117.2% | $4,866+148.3% |
| Participant deferral / active EE | $5,600 | $5,507+1.7% | $4,895+14.4% | $5,352+4.6% |
| Admin fee / account holder | $2,134 | $13,580-84.3% | $11,611-81.6% | $9,540-77.6% |