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 | $117,173 | $138,065-15.1% | $123,544-5.2% | $135,375-13.4% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.34% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,293 | $5,151-36.1% | $4,628-28.9% | $4,779-31.1% |
| Participant deferral / active EE | $4,644 | $6,799-31.7% | $6,426-27.7% | $5,609-17.2% |
| Admin fee / account holder | $1,645 | $10,916-84.9% | $9,284-82.3% | $10,827-84.8% |