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 | $75,350 | $100,754-25.2% | $86,677-13.1% | $134,475-44.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -12.55% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,608 | $3,489-25.3% | $2,836-8.1% | $4,740-45.0% |
| Participant deferral / active EE | $3,698 | $5,338-30.7% | $4,656-20.6% | $6,400-42.2% |
| Admin fee / account holder | $9,120 | $10,926-16.5% | $7,493+21.7% | $11,426-20.2% |