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 | $76,470 | $138,065-44.6% | $123,544-38.1% | $135,375-43.5% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -3.32% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,451 | $5,151-33.0% | $4,628-25.4% | $4,779-27.8% |
| Participant deferral / active EE | $8,482 | $6,799+24.8% | $6,426+32.0% | $5,609+51.2% |
| Admin fee / account holder | $4,495 | $10,916-58.8% | $9,284-51.6% | $10,827-58.5% |