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 | $161,491 | $135,635+19.1% | $110,238+46.5% | $135,375+19.3% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -2.47% | 513.19%-515.7pp | 314.74%-317.2pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,686 | $4,906-65.6% | $3,826-55.9% | $4,779-64.7% |
| Participant deferral / active EE | $3,948 | $5,506-28.3% | $4,672-15.5% | $5,609-29.6% |
| Admin fee / account holder | $48,677 | $11,457+324.9% | $8,547+469.5% | $10,827+349.6% |