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 | $109,603 | $160,055-31.5% | $140,016-21.7% | $135,375-19.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -3.92% | 911.38%-915.3pp | 651.12%-655.0pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,002 | $6,420-53.2% | $5,606-46.5% | $4,779-37.2% |
| Participant deferral / active EE | $4,127 | $7,642-46.0% | $6,927-40.4% | $5,609-26.4% |
| Admin fee / account holder | $3,350 | $13,328-74.9% | $10,705-68.7% | $10,827-69.1% |