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 | $156,103 | $138,065+13.1% | $123,544+26.4% | $135,375+15.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.91% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,221 | $5,151-56.9% | $4,628-52.0% | $4,779-53.5% |
| Participant deferral / active EE | $3,529 | $6,799-48.1% | $6,426-45.1% | $5,609-37.1% |
| Admin fee / account holder | $25,064 | $10,916+129.6% | $9,284+170.0% | $10,827+131.5% |