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 | $164,318 | $138,065+19.0% | $123,544+33.0% | $135,375+21.4% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -5.60% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,075 | $5,151-40.3% | $4,628-33.6% | $4,779-35.7% |
| Participant deferral / active EE | $6,103 | $6,799-10.2% | $6,426-5.0% | $5,609+8.8% |
| Admin fee / account holder | $1,937 | $10,916-82.3% | $9,284-79.1% | $10,827-82.1% |