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 | $199,896 | $135,635+47.4% | $110,238+81.3% | $135,375+47.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.94% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,398 | $4,906-71.5% | $3,826-63.5% | $4,779-70.8% |
| Participant deferral / active EE | $5,299 | $5,506-3.8% | $4,672+13.4% | $5,609-5.5% |
| Admin fee / account holder | $3,775 | $11,457-67.1% | $8,547-55.8% | $10,827-65.1% |