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 | $142,366 | $100,754+41.3% | $86,677+64.2% | $134,475+5.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.50% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,270 | $3,489-63.6% | $2,836-55.2% | $4,740-73.2% |
| Participant deferral / active EE | $3,027 | $5,338-43.3% | $4,656-35.0% | $6,400-52.7% |
| Admin fee / account holder | $36,324 | $10,926+232.4% | $7,493+384.8% | $11,426+217.9% |