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 | $166,879 | $135,635+23.0% | $110,238+51.4% | $135,375+23.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.74% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,364 | $4,906-51.8% | $3,826-38.2% | $4,779-50.5% |
| Participant deferral / active EE | $10,750 | $5,506+95.2% | $4,672+130.1% | $5,609+91.7% |
| Admin fee / account holder | $695 | $11,457-93.9% | $8,547-91.9% | $10,827-93.6% |