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 | $93,392 | $100,754-7.3% | $86,677+7.7% | $134,475-30.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.35% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,308 | $3,489-62.5% | $2,836-53.9% | $4,740-72.4% |
| Participant deferral / active EE | $5,742 | $5,338+7.6% | $4,656+23.3% | $6,400-10.3% |
| Admin fee / account holder | $5,296 | $10,926-51.5% | $7,493-29.3% | $11,426-53.7% |