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 | $86,222 | $138,065-37.5% | $123,544-30.2% | $135,375-36.3% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -5.82% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,806 | $5,151-26.1% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $7,191 | $6,799+5.8% | $6,426+11.9% | $5,609+28.2% |
| Admin fee / account holder | $2,924 | $10,916-73.2% | $9,284-68.5% | $10,827-73.0% |