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 | $101,247 | $138,065-26.7% | $123,544-18.0% | $135,375-25.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.79% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,167 | $5,151-57.9% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $12,670 | $6,799+86.4% | $6,426+97.2% | $5,609+125.9% |
| Admin fee / account holder | $2,008 | $10,916-81.6% | $9,284-78.4% | $10,827-81.5% |