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 | $106,128 | $138,065-23.1% | $123,544-14.1% | $135,375-21.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,400 | $5,151-72.8% | $4,628-69.7% | $4,779-70.7% |
| Participant deferral / active EE | $5,811 | $6,799-14.5% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $33,662 | $10,916+208.4% | $9,284+262.6% | $10,827+210.9% |