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 | $139,623 | $100,754+38.6% | $86,677+61.1% | $134,475+3.8% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -18.57% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,314 | $3,489-5.0% | $2,836+16.8% | $4,740-30.1% |
| Participant deferral / active EE | $6,638 | $5,338+24.4% | $4,656+42.6% | $6,400+3.7% |
| Admin fee / account holder | $8,821 | $10,926-19.3% | $7,493+17.7% | $11,426-22.8% |