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 | $37,748 | $138,065-72.7% | $123,544-69.4% | $135,375-72.1% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -1.91% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $3,264 | $5,151-36.6% | $4,628-29.5% | $4,779-31.7% |
| Participant deferral / active EE | $6,059 | $6,799-10.9% | $6,426-5.7% | $5,609+8.0% |
| Admin fee / account holder | $30,774 | $10,916+181.9% | $9,284+231.5% | $10,827+184.2% |