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 7-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 | $161,883 | $138,065+17.3% | $123,544+31.0% | $135,375+19.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -3.85% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,254 | $5,151-56.2% | $4,628-51.3% | $4,779-52.8% |
| Participant deferral / active EE | $6,440 | $6,799-5.3% | $6,426+0.2% | $5,609+14.8% |
| Admin fee / account holder | $835 | $10,916-92.3% | $9,284-91.0% | $10,827-92.3% |