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 | $91,779 | $100,754-8.9% | $86,677+5.9% | $134,475-31.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -13.50% | 29.04%-42.5pp | 35.91%-49.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,165 | $3,489-37.9% | $2,836-23.7% | $4,740-54.3% |
| Participant deferral / active EE | $6,175 | $5,338+15.7% | $4,656+32.6% | $6,400-3.5% |
| Admin fee / account holder | $1,159 | $10,926-89.4% | $7,493-84.5% | $11,426-89.9% |