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 | $112,432 | $46,674+140.9% | $117,472-4.3% | $68,494+64.1% |
| Participation rate | 71.1% | 56.8%+14.3pp | 70.6%+0.5pp | 67.9%+3.2pp |
| Annual return | -12.76% | -14.52%+1.8pp | 29.74%-42.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,802 | $1,505+86.2% | $4,176-32.9% | $2,596+7.9% |
| Participant deferral / active EE | $3,726 | $2,636+41.3% | $4,070-8.5% | $4,027-7.5% |
| Admin fee / account holder | $1,692 | $4,020-57.9% | $5,645-70.0% | $5,403-68.7% |