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 | $113,619 | $138,065-17.7% | $123,544-8.0% | $135,375-16.1% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.63% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,353 | $5,151-15.5% | $4,628-5.9% | $4,779-8.9% |
| Participant deferral / active EE | $9,514 | $6,799+39.9% | $6,426+48.1% | $5,609+69.6% |
| Admin fee / account holder | $12,312 | $10,916+12.8% | $9,284+32.6% | $10,827+13.7% |