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 | $65,089 | $138,065-52.9% | $123,544-47.3% | $135,375-51.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.03% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,524 | $5,151-51.0% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $4,268 | $6,799-37.2% | $6,426-33.6% | $5,609-23.9% |
| Admin fee / account holder | $12,849 | $10,916+17.7% | $9,284+38.4% | $10,827+18.7% |