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 | $202,515 | $135,635+49.3% | $110,238+83.7% | $135,375+49.6% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -7.42% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,900 | $4,906-61.3% | $3,826-50.3% | $4,779-60.2% |
| Participant deferral / active EE | $2,145 | $5,506-61.0% | $4,672-54.1% | $5,609-61.8% |
| Admin fee / account holder | $1,211 | $11,457-89.4% | $8,547-85.8% | $10,827-88.8% |