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 | $198,299 | $138,065+43.6% | $123,544+60.5% | $135,375+46.5% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.34% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,927 | $5,151-62.6% | $4,628-58.4% | $4,779-59.7% |
| Participant deferral / active EE | $7,172 | $6,799+5.5% | $6,426+11.6% | $5,609+27.9% |
| Admin fee / account holder | $3,760 | $10,916-65.6% | $9,284-59.5% | $10,827-65.3% |