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 | $119,502 | $138,065-13.4% | $123,544-3.3% | $135,375-11.7% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -5.74% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,464 | $5,151-52.2% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $9,577 | $6,799+40.9% | $6,426+49.0% | $5,609+70.8% |
| Admin fee / account holder | $12,418 | $10,916+13.8% | $9,284+33.8% | $10,827+14.7% |