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 | $107,938 | $138,065-21.8% | $123,544-12.6% | $135,375-20.3% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -5.43% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,658 | $5,151-67.8% | $4,628-64.2% | $4,779-65.3% |
| Participant deferral / active EE | $3,057 | $6,799-55.0% | $6,426-52.4% | $5,609-45.5% |
| Admin fee / account holder | $13,714 | $10,916+25.6% | $9,284+47.7% | $10,827+26.7% |