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 | $219,544 | $160,055+37.2% | $140,016+56.8% | $135,375+62.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -3.13% | 911.38%-914.5pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,984 | $6,420-22.4% | $5,606-11.1% | $4,779+4.3% |
| Participant deferral / active EE | $4,924 | $7,642-35.6% | $6,927-28.9% | $5,609-12.2% |
| Admin fee / account holder | $7,094 | $13,328-46.8% | $10,705-33.7% | $10,827-34.5% |