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 | $117,501 | $138,065-14.9% | $123,544-4.9% | $135,375-13.2% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,300 | $5,151+2.9% | $4,628+14.5% | $4,779+10.9% |
| Participant deferral / active EE | $7,733 | $6,799+13.7% | $6,426+20.4% | $5,609+37.9% |
| Admin fee / account holder | $44,897 | $10,916+311.3% | $9,284+383.6% | $10,827+314.7% |