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 | $109,684 | $138,065-20.6% | $123,544-11.2% | $135,375-19.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,859 | $5,151+33.1% | $4,628+48.2% | $4,779+43.5% |
| Participant deferral / active EE | $13,494 | $6,799+98.5% | $6,426+110.0% | $5,609+140.6% |
| Admin fee / account holder | $1,049 | $10,916-90.4% | $9,284-88.7% | $10,827-90.3% |