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 | $116,652 | $138,065-15.5% | $123,544-5.6% | $135,375-13.8% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.24% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,685 | $5,151-28.5% | $4,628-20.4% | $4,779-22.9% |
| Participant deferral / active EE | $7,732 | $6,799+13.7% | $6,426+20.3% | $5,609+37.9% |
| Admin fee / account holder | $2,456 | $10,916-77.5% | $9,284-73.5% | $10,827-77.3% |