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 | $195,292 | $168,632+15.8% | $147,614+32.3% | $125,391+55.7% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.93% | 77.65%-80.6pp | 61.98%-64.9pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,614 | $6,252-74.2% | $5,564-71.0% | $4,866-66.8% |
| Participant deferral / active EE | $6,039 | $5,507+9.7% | $4,895+23.4% | $5,352+12.9% |
| Admin fee / account holder | $13,157 | $13,580-3.1% | $11,611+13.3% | $9,540+37.9% |