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 | $128,392 | $100,754+27.4% | $86,677+48.1% | $134,475-4.5% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -16.03% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,221 | $3,489-65.0% | $2,836-57.0% | $4,740-74.2% |
| Participant deferral / active EE | $4,989 | $5,338-6.5% | $4,656+7.2% | $6,400-22.0% |
| Admin fee / account holder | $3,591 | $10,926-67.1% | $7,493-52.1% | $11,426-68.6% |