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 | $220,836 | $138,065+60.0% | $123,544+78.8% | $135,375+63.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -2.54% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,974 | $5,151-22.9% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $11,887 | $6,799+74.8% | $6,426+85.0% | $5,609+111.9% |
| Admin fee / account holder | $5,590 | $10,916-48.8% | $9,284-39.8% | $10,827-48.4% |