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 | $101,395 | $138,065-26.6% | $123,544-17.9% | $135,375-25.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.63% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $10,727 | $5,151+108.2% | $4,628+131.8% | $4,779+124.5% |
| Participant deferral / active EE | $8,695 | $6,799+27.9% | $6,426+35.3% | $5,609+55.0% |
| Admin fee / account holder | $1,636 | $10,916-85.0% | $9,284-82.4% | $10,827-84.9% |