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 | $165,639 | $100,754+64.4% | $86,677+91.1% | $134,475+23.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -5.80% | 29.04%-34.8pp | 35.91%-41.7pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,860 | $3,489-46.7% | $2,836-34.4% | $4,740-60.8% |
| Participant deferral / active EE | $4,068 | $5,338-23.8% | $4,656-12.6% | $6,400-36.4% |
| Admin fee / account holder | $4,360 | $10,926-60.1% | $7,493-41.8% | $11,426-61.8% |