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 | $102,559 | $97,757+4.9% | $83,848+22.3% | $135,375-24.2% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -5.19% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,916 | $4,222-54.6% | $3,631-47.2% | $4,779-59.9% |
| Participant deferral / active EE | $2,939 | $4,682-37.2% | $4,082-28.0% | $5,609-47.6% |
| Admin fee / account holder | $2,253 | $6,674-66.2% | $5,478-58.9% | $10,827-79.2% |