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 | $68,961 | $100,754-31.6% | $86,677-20.4% | $134,475-48.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -15.34% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,118 | $3,489-39.3% | $2,836-25.3% | $4,740-55.3% |
| Participant deferral / active EE | $5,127 | $5,338-4.0% | $4,656+10.1% | $6,400-19.9% |
| Admin fee / account holder | $15,128 | $10,926+38.5% | $7,493+101.9% | $11,426+32.4% |