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 | $167,187 | $138,065+21.1% | $123,544+35.3% | $135,375+23.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.53% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,123 | $5,151-39.4% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $10,678 | $6,799+57.0% | $6,426+66.2% | $5,609+90.4% |
| Admin fee / account holder | $8,872 | $10,916-18.7% | $9,284-4.4% | $10,827-18.1% |