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 | $133,222 | $100,754+32.2% | $86,677+53.7% | $134,475-0.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.60% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,100 | $3,489-39.8% | $2,836-26.0% | $4,740-55.7% |
| Participant deferral / active EE | $10,619 | $5,338+98.9% | $4,656+128.1% | $6,400+65.9% |
| Admin fee / account holder | $17,532 | $10,926+60.5% | $7,493+134.0% | $11,426+53.4% |