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 | $131,485 | $81,900+60.5% | $119,609+9.9% | $68,494+92.0% |
| Participation rate | 70.1% | 71.9%-1.8pp | 79.3%-9.1pp | 67.9%+2.2pp |
| Annual return | -16.43% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $926 | $2,693-65.6% | $4,232-78.1% | $2,596-64.3% |
| Participant deferral / active EE | $4,637 | $4,148+11.8% | $5,602-17.2% | $4,027+15.1% |
| Admin fee / account holder | $5,756 | $6,582-12.5% | $10,323-44.2% | $5,403+6.5% |