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 | $198,915 | $127,386+56.2% | $115,037+72.9% | $125,391+58.6% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -2.61% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,259 | $5,166-75.6% | $4,608-72.7% | $4,866-74.1% |
| Participant deferral / active EE | $2,620 | $6,423-59.2% | $6,026-56.5% | $5,352-51.0% |
| Admin fee / account holder | $2,713 | $9,516-71.5% | $8,175-66.8% | $9,540-71.6% |