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 | $112,689 | $138,065-18.4% | $123,544-8.8% | $135,375-16.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.46% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,532 | $5,151-50.8% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $11,067 | $6,799+62.8% | $6,426+72.2% | $5,609+97.3% |
| Admin fee / account holder | $19,388 | $10,916+77.6% | $9,284+108.8% | $10,827+79.1% |