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 | $92,060 | $133,958-31.3% | $112,228-18.0% | $134,475-31.5% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -16.62% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,178 | $4,038-46.1% | $3,635-40.1% | $4,740-54.0% |
| Participant deferral / active EE | $6,162 | $5,291+16.5% | $4,728+30.3% | $6,400-3.7% |
| Admin fee / account holder | $10,267 | $7,489+37.1% | $6,410+60.2% | $11,426-10.1% |