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 | $131,240 | $100,754+30.3% | $86,677+51.4% | $134,475-2.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -16.12% | 29.04%-45.2pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,809 | $3,489-48.2% | $2,836-36.2% | $4,740-61.8% |
| Participant deferral / active EE | $4,204 | $5,338-21.2% | $4,656-9.7% | $6,400-34.3% |
| Admin fee / account holder | $8,998 | $10,926-17.7% | $7,493+20.1% | $11,426-21.3% |