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 | $52,901 | $100,754-47.5% | $86,677-39.0% | $134,475-60.7% |
| Participation rate | 73.9% | 78.9%-5.0pp | 76.6%-2.7pp | 81.2%-7.3pp |
| Annual return | -16.82% | 29.04%-45.9pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,414 | $3,489-59.5% | $2,836-50.1% | $4,740-70.2% |
| Participant deferral / active EE | $2,249 | $5,338-57.9% | $4,656-51.7% | $6,400-64.9% |
| Admin fee / account holder | $1,371 | $10,926-87.5% | $7,493-81.7% | $11,426-88.0% |