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 | $157,695 | $138,065+14.2% | $123,544+27.6% | $135,375+16.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -1.47% | 153.68%-155.2pp | 119.20%-120.7pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,751 | $5,151-46.6% | $4,628-40.6% | $4,779-42.4% |
| Participant deferral / active EE | $7,166 | $6,799+5.4% | $6,426+11.5% | $5,609+27.8% |
| Admin fee / account holder | $381 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |