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 | $108,880 | $138,065-21.1% | $123,544-11.9% | $135,375-19.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.28% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,492 | $5,151-12.8% | $4,628-2.9% | $4,779-6.0% |
| Participant deferral / active EE | $8,645 | $6,799+27.1% | $6,426+34.5% | $5,609+54.1% |
| Admin fee / account holder | $14,942 | $10,916+36.9% | $9,284+60.9% | $10,827+38.0% |