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 | $121,449 | $138,065-12.0% | $123,544-1.7% | $135,375-10.3% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.36% | 153.68%-158.0pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,917 | $5,151-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $8,138 | $6,799+19.7% | $6,426+26.6% | $5,609+45.1% |
| Admin fee / account holder | $15,379 | $10,916+40.9% | $9,284+65.6% | $10,827+42.0% |