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 | $167,743 | $135,635+23.7% | $110,238+52.2% | $135,375+23.9% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -5.82% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,724 | $4,906-64.9% | $3,826-54.9% | $4,779-63.9% |
| Participant deferral / active EE | $4,554 | $5,506-17.3% | $4,672-2.5% | $5,609-18.8% |
| Admin fee / account holder | $40,464 | $11,457+253.2% | $8,547+373.4% | $10,827+273.7% |