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 | $69,990 | $135,635-48.4% | $110,238-36.5% | $135,375-48.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.52% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,476 | $4,906-69.9% | $3,826-61.4% | $4,779-69.1% |
| Participant deferral / active EE | $5,369 | $5,506-2.5% | $4,672+14.9% | $5,609-4.3% |
| Admin fee / account holder | $5,360 | $11,457-53.2% | $8,547-37.3% | $10,827-50.5% |