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 | $198,087 | $180,449+9.8% | $154,107+28.5% | $135,375+46.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.78% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,777 | $6,035+12.3% | $5,298+27.9% | $4,779+41.8% |
| Participant deferral / active EE | $4,627 | $5,806-20.3% | $5,081-8.9% | $5,609-17.5% |
| Admin fee / account holder | $716 | $16,143-95.6% | $13,411-94.7% | $10,827-93.4% |