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 | $146,075 | $138,065+5.8% | $123,544+18.2% | $135,375+7.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -2.48% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,085 | $5,151-59.5% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $3,967 | $6,799-41.7% | $6,426-38.3% | $5,609-29.3% |
| Admin fee / account holder | $19,824 | $10,916+81.6% | $9,284+113.5% | $10,827+83.1% |