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 | $198,377 | $135,635+46.3% | $110,238+80.0% | $135,375+46.5% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.2pp | 82.6%-4.1pp |
| Annual return | -8.68% | 513.19%-521.9pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,766 | $4,906-64.0% | $3,826-53.9% | $4,779-63.0% |
| Participant deferral / active EE | $7,525 | $5,506+36.6% | $4,672+61.1% | $5,609+34.2% |
| Admin fee / account holder | $893 | $11,457-92.2% | $8,547-89.6% | $10,827-91.8% |