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 | $89,325 | $138,065-35.3% | $123,544-27.7% | $135,375-34.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.85% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,306 | $5,151-55.2% | $4,628-50.2% | $4,779-51.7% |
| Participant deferral / active EE | $7,296 | $6,799+7.3% | $6,426+13.6% | $5,609+30.1% |
| Admin fee / account holder | $1,282 | $10,916-88.3% | $9,284-86.2% | $10,827-88.2% |