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 | $175,199 | $180,449-2.9% | $154,107+13.7% | $135,375+29.4% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -4.61% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,504 | $6,035-8.8% | $5,298+3.9% | $4,779+15.2% |
| Participant deferral / active EE | $2,543 | $5,806-56.2% | $5,081-49.9% | $5,609-54.7% |
| Admin fee / account holder | $7,532 | $16,143-53.3% | $13,411-43.8% | $10,827-30.4% |