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 | $64,241 | $138,065-53.5% | $123,544-48.0% | $135,375-52.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -5.96% | 153.68%-159.6pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,544 | $5,151-11.8% | $4,628-1.8% | $4,779-4.9% |
| Participant deferral / active EE | $9,811 | $6,799+44.3% | $6,426+52.7% | $5,609+74.9% |
| Admin fee / account holder | $10,820 | $10,916-0.9% | $9,284+16.5% | $10,827-0.1% |