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 | $122,680 | $138,065-11.1% | $123,544-0.7% | $135,375-9.4% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -4.39% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,783 | $5,151-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $8,753 | $6,799+28.7% | $6,426+36.2% | $5,609+56.1% |
| Admin fee / account holder | $12,261 | $10,916+12.3% | $9,284+32.1% | $10,827+13.2% |