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 | $176,287 | $197,825-10.9% | $155,790+13.2% | $125,391+40.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -1.63% | 86.74%-88.4pp | 71.54%-73.2pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,061 | $4,847+45.7% | $3,836+84.1% | $4,866+45.1% |
| Participant deferral / active EE | $11,201 | $5,630+98.9% | $4,797+133.5% | $5,352+109.3% |
| Admin fee / account holder | $1,904 | $9,545-80.0% | $7,478-74.5% | $9,540-80.0% |