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 | $109,240 | $138,065-20.9% | $123,544-11.6% | $135,375-19.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -4.27% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $971 | $5,151-81.2% | $4,628-79.0% | $4,779-79.7% |
| Participant deferral / active EE | $4,973 | $6,799-26.9% | $6,426-22.6% | $5,609-11.3% |
| Admin fee / account holder | $7,507 | $10,916-31.2% | $9,284-19.1% | $10,827-30.7% |