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 | $119,456 | $138,065-13.5% | $123,544-3.3% | $135,375-11.8% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -4.45% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,588 | $5,151-49.8% | $4,628-44.1% | $4,779-45.8% |
| Participant deferral / active EE | $8,365 | $6,799+23.0% | $6,426+30.2% | $5,609+49.1% |
| Admin fee / account holder | $4,241 | $10,916-61.2% | $9,284-54.3% | $10,827-60.8% |