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 | $238,235 | $131,829+80.7% | $108,579+119.4% | $273,961-13.0% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | 6.52% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,745 | $4,912-64.5% | $3,758-53.6% | $4,869-64.2% |
| Participant deferral / active EE | $3,297 | $5,127-35.7% | $4,311-23.5% | $5,287-37.6% |
| Admin fee / account holder | $12,103 | $10,252+18.1% | $7,645+58.3% | $10,132+19.5% |