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 | $180,372 | $138,065+30.6% | $123,544+46.0% | $135,375+33.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.92% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,595 | $5,151-49.6% | $4,628-43.9% | $4,779-45.7% |
| Participant deferral / active EE | $5,660 | $6,799-16.8% | $6,426-11.9% | $5,609+0.9% |
| Admin fee / account holder | $653 | $10,916-94.0% | $9,284-93.0% | $10,827-94.0% |