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 | $118,037 | $133,958-11.9% | $112,228+5.2% | $134,475-12.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -16.13% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,227 | $4,038-44.8% | $3,635-38.7% | $4,740-53.0% |
| Participant deferral / active EE | $5,631 | $5,291+6.4% | $4,728+19.1% | $6,400-12.0% |
| Admin fee / account holder | $507 | $7,489-93.2% | $6,410-92.1% | $11,426-95.6% |