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 | $151,179 | $64,707+133.6% | $112,228+34.7% | $68,494+120.7% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -14.46% | -11.40%-3.1pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,301 | $2,746-16.2% | $3,635-36.7% | $2,596-11.4% |
| Participant deferral / active EE | $3,653 | $3,565+2.5% | $4,728-22.7% | $4,027-9.3% |
| Admin fee / account holder | $3,008 | $5,232-42.5% | $6,410-53.1% | $5,403-44.3% |