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 | $133,733 | $100,754+32.7% | $86,677+54.3% | $134,475-0.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -12.98% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,133 | $3,489-67.5% | $2,836-60.0% | $4,740-76.1% |
| Participant deferral / active EE | $3,518 | $5,338-34.1% | $4,656-24.4% | $6,400-45.0% |
| Admin fee / account holder | $40,600 | $10,926+271.6% | $7,493+441.8% | $11,426+255.3% |