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 | $117,578 | $100,754+16.7% | $86,677+35.7% | $134,475-12.6% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -13.31% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,021 | $3,489-42.1% | $2,836-28.8% | $4,740-57.4% |
| Participant deferral / active EE | $4,641 | $5,338-13.1% | $4,656-0.3% | $6,400-27.5% |
| Admin fee / account holder | $15,683 | $10,926+43.5% | $7,493+109.3% | $11,426+37.3% |