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 | $194,359 | $180,449+7.7% | $154,107+26.1% | $135,375+43.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -2.78% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $5,689 | $6,035-5.7% | $5,298+7.4% | $4,779+19.0% |
| Participant deferral / active EE | $6,527 | $5,806+12.4% | $5,081+28.5% | $5,609+16.4% |
| Admin fee / account holder | $1,160 | $16,143-92.8% | $13,411-91.4% | $10,827-89.3% |