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 | $177,175 | $135,635+30.6% | $110,238+60.7% | $135,375+30.9% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -6.35% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,457 | $4,906-49.9% | $3,826-35.8% | $4,779-48.6% |
| Participant deferral / active EE | $7,626 | $5,506+38.5% | $4,672+63.2% | $5,609+36.0% |
| Admin fee / account holder | $3,087 | $11,457-73.1% | $8,547-63.9% | $10,827-71.5% |