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 | $87,433 | $138,065-36.7% | $123,544-29.2% | $135,375-35.4% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -4.70% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,177 | $5,151-38.3% | $4,628-31.3% | $4,779-33.5% |
| Participant deferral / active EE | $5,462 | $6,799-19.7% | $6,426-15.0% | $5,609-2.6% |
| Admin fee / account holder | $14,188 | $10,916+30.0% | $9,284+52.8% | $10,827+31.0% |