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 | $173,893 | $168,632+3.1% | $147,614+17.8% | $125,391+38.7% |
| Participation rate | 86.7% | 88.8%-2.1pp | 84.6%+2.0pp | 83.2%+3.5pp |
| Annual return | -1.95% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,673 | $6,252-73.2% | $5,564-69.9% | $4,866-65.6% |
| Participant deferral / active EE | $3,408 | $5,507-38.1% | $4,895-30.4% | $5,352-36.3% |
| Admin fee / account holder | $991 | $13,580-92.7% | $11,611-91.5% | $9,540-89.6% |