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 | $81,546 | $138,065-40.9% | $123,544-34.0% | $135,375-39.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -3.76% | 153.68%-157.4pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,984 | $5,151-61.5% | $4,628-57.1% | $4,779-58.5% |
| Participant deferral / active EE | $3,897 | $6,799-42.7% | $6,426-39.4% | $5,609-30.5% |
| Admin fee / account holder | $1,507 | $10,916-86.2% | $9,284-83.8% | $10,827-86.1% |