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 | $233,914 | $180,449+29.6% | $154,107+51.8% | $135,375+72.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,636 | $6,035-72.9% | $5,298-69.1% | $4,779-65.8% |
| Participant deferral / active EE | $5,331 | $5,806-8.2% | $5,081+4.9% | $5,609-5.0% |
| Admin fee / account holder | $2,747 | $16,143-83.0% | $13,411-79.5% | $10,827-74.6% |