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 | $80,045 | $138,065-42.0% | $123,544-35.2% | $135,375-40.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -8.83% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $6,174 | $5,151+19.9% | $4,628+33.4% | $4,779+29.2% |
| Participant deferral / active EE | $6,827 | $6,799+0.4% | $6,426+6.2% | $5,609+21.7% |
| Admin fee / account holder | $1,858 | $10,916-83.0% | $9,284-80.0% | $10,827-82.8% |