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 | $92,477 | $138,065-33.0% | $123,544-25.1% | $135,375-31.7% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -5.84% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,112 | $5,151-39.6% | $4,628-32.8% | $4,779-34.9% |
| Participant deferral / active EE | $7,890 | $6,799+16.1% | $6,426+22.8% | $5,609+40.7% |
| Admin fee / account holder | $27,163 | $10,916+148.8% | $9,284+192.6% | $10,827+150.9% |