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 | $83,320 | $138,065-39.7% | $123,544-32.6% | $135,375-38.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.67% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,736 | $5,151-27.5% | $4,628-19.3% | $4,779-21.8% |
| Participant deferral / active EE | $11,721 | $6,799+72.4% | $6,426+82.4% | $5,609+109.0% |
| Admin fee / account holder | $12,846 | $10,916+17.7% | $9,284+38.4% | $10,827+18.6% |