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 | $83,854 | $138,065-39.3% | $123,544-32.1% | $135,375-38.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.17% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,018 | $5,151-60.8% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $7,925 | $6,799+16.6% | $6,426+23.3% | $5,609+41.3% |
| Admin fee / account holder | $1,342 | $10,916-87.7% | $9,284-85.5% | $10,827-87.6% |