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 | $75,299 | $138,065-45.5% | $123,544-39.1% | $135,375-44.4% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -5.71% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,900 | $5,151-43.7% | $4,628-37.3% | $4,779-39.3% |
| Participant deferral / active EE | $5,438 | $6,799-20.0% | $6,426-15.4% | $5,609-3.0% |
| Admin fee / account holder | $9,260 | $10,916-15.2% | $9,284-0.3% | $10,827-14.5% |