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 | $64,276 | $138,065-53.4% | $123,544-48.0% | $135,375-52.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.85% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,914 | $5,151-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $7,151 | $6,799+5.2% | $6,426+11.3% | $5,609+27.5% |
| Admin fee / account holder | $34,293 | $10,916+214.2% | $9,284+269.4% | $10,827+216.7% |