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 | $113,982 | $100,754+13.1% | $86,677+31.5% | $134,475-15.2% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -1.40% | 29.04%-30.4pp | 35.91%-37.3pp | 417.96%-419.4pp |
| Employer contribution / active EE | $2,239 | $3,489-35.8% | $2,836-21.1% | $4,740-52.8% |
| Participant deferral / active EE | $5,927 | $5,338+11.0% | $4,656+27.3% | $6,400-7.4% |
| Admin fee / account holder | $20,521 | $10,926+87.8% | $7,493+173.9% | $11,426+79.6% |