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 | $118,518 | $100,754+17.6% | $86,677+36.7% | $134,475-11.9% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -17.76% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $901 | $3,489-74.2% | $2,836-68.2% | $4,740-81.0% |
| Participant deferral / active EE | $3,602 | $5,338-32.5% | $4,656-22.6% | $6,400-43.7% |
| Admin fee / account holder | $2,649 | $10,926-75.8% | $7,493-64.7% | $11,426-76.8% |