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 | $204,421 | $138,065+48.1% | $123,544+65.5% | $135,375+51.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.93% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,871 | $5,151-44.3% | $4,628-38.0% | $4,779-39.9% |
| Participant deferral / active EE | $7,277 | $6,799+7.0% | $6,426+13.3% | $5,609+29.7% |
| Admin fee / account holder | $5,024 | $10,916-54.0% | $9,284-45.9% | $10,827-53.6% |