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 | $98,136 | $138,065-28.9% | $123,544-20.6% | $135,375-27.5% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,413 | $5,151-33.7% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $11,482 | $6,799+68.9% | $6,426+78.7% | $5,609+104.7% |
| Admin fee / account holder | $14,227 | $10,916+30.3% | $9,284+53.2% | $10,827+31.4% |