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 | $229,840 | $180,449+27.4% | $154,107+49.1% | $135,375+69.8% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -5.99% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,593 | $6,035-73.6% | $5,298-69.9% | $4,779-66.7% |
| Participant deferral / active EE | $5,800 | $5,806-0.1% | $5,081+14.2% | $5,609+3.4% |
| Admin fee / account holder | $7,332 | $16,143-54.6% | $13,411-45.3% | $10,827-32.3% |