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 | $120,085 | $129,942-7.6% | $104,294+15.1% | $134,475-10.7% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -11.61% | 42.03%-53.6pp | 24.61%-36.2pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,006 | $4,184-28.2% | $3,372-10.8% | $4,740-36.6% |
| Participant deferral / active EE | $3,134 | $5,588-43.9% | $4,625-32.2% | $6,400-51.0% |
| Admin fee / account holder | $10,649 | $9,323+14.2% | $7,339+45.1% | $11,426-6.8% |