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 | $190,897 | $138,065+38.3% | $123,544+54.5% | $135,375+41.0% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,468 | $5,151-32.7% | $4,628-25.1% | $4,779-27.4% |
| Participant deferral / active EE | $11,201 | $6,799+64.7% | $6,426+74.3% | $5,609+99.7% |
| Admin fee / account holder | $1,036 | $10,916-90.5% | $9,284-88.8% | $10,827-90.4% |