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 | $97,965 | $100,754-2.8% | $86,677+13.0% | $134,475-27.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -12.81% | 29.04%-41.8pp | 35.91%-48.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,566 | $3,489-26.5% | $2,836-9.5% | $4,740-45.9% |
| Participant deferral / active EE | $5,844 | $5,338+9.5% | $4,656+25.5% | $6,400-8.7% |
| Admin fee / account holder | $2,925 | $10,926-73.2% | $7,493-61.0% | $11,426-74.4% |