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 | $99,283 | $97,757+1.6% | $83,848+18.4% | $135,375-26.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.29% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,721 | $4,222-35.5% | $3,631-25.0% | $4,779-43.1% |
| Participant deferral / active EE | $3,902 | $4,682-16.7% | $4,082-4.4% | $5,609-30.4% |
| Admin fee / account holder | $450 | $6,674-93.3% | $5,478-91.8% | $10,827-95.8% |