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 | $114,051 | $138,065-17.4% | $123,544-7.7% | $135,375-15.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -1.77% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $3,885 | $5,151-24.6% | $4,628-16.0% | $4,779-18.7% |
| Participant deferral / active EE | $5,359 | $6,799-21.2% | $6,426-16.6% | $5,609-4.5% |
| Admin fee / account holder | $16,048 | $10,916+47.0% | $9,284+72.9% | $10,827+48.2% |