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 | $153,864 | $160,055-3.9% | $140,016+9.9% | $135,375+13.7% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -5.50% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,684 | $6,420-27.0% | $5,606-16.4% | $4,779-2.0% |
| Participant deferral / active EE | $4,410 | $7,642-42.3% | $6,927-36.3% | $5,609-21.4% |
| Admin fee / account holder | $11,481 | $13,328-13.9% | $10,705+7.2% | $10,827+6.0% |