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 | $129,331 | $99,032+30.6% | $80,019+61.6% | $135,375-4.5% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | -5.33% | 15.39%-20.7pp | 11.22%-16.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,034 | $3,043-66.0% | $2,468-58.1% | $4,779-78.4% |
| Participant deferral / active EE | $3,987 | $4,282-6.9% | $3,686+8.2% | $5,609-28.9% |
| Admin fee / account holder | $972 | $10,436-90.7% | $6,521-85.1% | $10,827-91.0% |