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 | $181,778 | $138,065+31.7% | $123,544+47.1% | $135,375+34.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -2.33% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,857 | $5,151-44.5% | $4,628-38.3% | $4,779-40.2% |
| Participant deferral / active EE | $9,670 | $6,799+42.2% | $6,426+50.5% | $5,609+72.4% |
| Admin fee / account holder | $5,237 | $10,916-52.0% | $9,284-43.6% | $10,827-51.6% |