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 | $56,774 | $138,065-58.9% | $123,544-54.0% | $135,375-58.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.68% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,879 | $5,151-44.1% | $4,628-37.8% | $4,779-39.8% |
| Participant deferral / active EE | $6,800 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $1,764 | $10,916-83.8% | $9,284-81.0% | $10,827-83.7% |