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 | $132,615 | $100,754+31.6% | $86,677+53.0% | $134,475-1.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -15.17% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,449 | $3,489-58.5% | $2,836-48.9% | $4,740-69.4% |
| Participant deferral / active EE | $3,704 | $5,338-30.6% | $4,656-20.4% | $6,400-42.1% |
| Admin fee / account holder | $24,554 | $10,926+124.7% | $7,493+227.7% | $11,426+114.9% |