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 | $192,662 | $138,065+39.5% | $123,544+55.9% | $135,375+42.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,018 | $5,151-60.8% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $6,612 | $6,799-2.8% | $6,426+2.9% | $5,609+17.9% |
| Admin fee / account holder | $8,421 | $10,916-22.9% | $9,284-9.3% | $10,827-22.2% |