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 | $140,346 | $138,065+1.7% | $123,544+13.6% | $135,375+3.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -3.97% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,811 | $5,151-64.8% | $4,628-60.9% | $4,779-62.1% |
| Participant deferral / active EE | $5,389 | $6,799-20.7% | $6,426-16.1% | $5,609-3.9% |
| Admin fee / account holder | $20,420 | $10,916+87.1% | $9,284+119.9% | $10,827+88.6% |