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 | $77,157 | $138,065-44.1% | $123,544-37.5% | $135,375-43.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,765 | $5,151-65.7% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $5,501 | $6,799-19.1% | $6,426-14.4% | $5,609-1.9% |
| Admin fee / account holder | $4,969 | $10,916-54.5% | $9,284-46.5% | $10,827-54.1% |