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 | $65,683 | $138,065-52.4% | $123,544-46.8% | $135,375-51.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -2.84% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,017 | $5,151-60.9% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $4,095 | $6,799-39.8% | $6,426-36.3% | $5,609-27.0% |
| Admin fee / account holder | $2,149 | $10,916-80.3% | $9,284-76.9% | $10,827-80.2% |