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 | $76,329 | $138,065-44.7% | $123,544-38.2% | $135,375-43.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -4.05% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,011 | $5,151-41.5% | $4,628-34.9% | $4,779-37.0% |
| Participant deferral / active EE | $11,657 | $6,799+71.5% | $6,426+81.4% | $5,609+107.8% |
| Admin fee / account holder | $15,916 | $10,916+45.8% | $9,284+71.4% | $10,827+47.0% |