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 | $167,624 | $100,754+66.4% | $86,677+93.4% | $134,475+24.7% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -16.61% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,866 | $3,489-46.5% | $2,836-34.2% | $4,740-60.6% |
| Participant deferral / active EE | $3,730 | $5,338-30.1% | $4,656-19.9% | $6,400-41.7% |
| Admin fee / account holder | $11,692 | $10,926+7.0% | $7,493+56.0% | $11,426+2.3% |