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 | $106,505 | $138,065-22.9% | $123,544-13.8% | $135,375-21.3% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -7.65% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,958 | $5,151-42.6% | $4,628-36.1% | $4,779-38.1% |
| Participant deferral / active EE | $7,102 | $6,799+4.5% | $6,426+10.5% | $5,609+26.6% |
| Admin fee / account holder | $3,299 | $10,916-69.8% | $9,284-64.5% | $10,827-69.5% |