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 | $62,980 | $138,065-54.4% | $123,544-49.0% | $135,375-53.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.79% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,504 | $5,151-70.8% | $4,628-67.5% | $4,779-68.5% |
| Participant deferral / active EE | $7,298 | $6,799+7.3% | $6,426+13.6% | $5,609+30.1% |
| Admin fee / account holder | $940 | $10,916-91.4% | $9,284-89.9% | $10,827-91.3% |