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 | $233,712 | $168,632+38.6% | $147,614+58.3% | $125,391+86.4% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -1.66% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,989 | $6,252-68.2% | $5,564-64.3% | $4,866-59.1% |
| Participant deferral / active EE | $6,386 | $5,507+16.0% | $4,895+30.4% | $5,352+19.3% |
| Admin fee / account holder | $1,767 | $13,580-87.0% | $11,611-84.8% | $9,540-81.5% |