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 | $108,994 | $138,065-21.1% | $123,544-11.8% | $135,375-19.5% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -5.53% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,257 | $5,151-36.8% | $4,628-29.6% | $4,779-31.8% |
| Participant deferral / active EE | $7,582 | $6,799+11.5% | $6,426+18.0% | $5,609+35.2% |
| Admin fee / account holder | $89,955 | $10,916+724.1% | $9,284+868.9% | $10,827+730.8% |