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 | $113,000 | $138,065-18.2% | $123,544-8.5% | $135,375-16.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.28% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,773 | $5,151-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $4,989 | $6,799-26.6% | $6,426-22.4% | $5,609-11.0% |
| Admin fee / account holder | $47,524 | $10,916+335.4% | $9,284+411.9% | $10,827+338.9% |