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 | $68,075 | $100,754-32.4% | $86,677-21.5% | $134,475-49.4% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -6.40% | 29.04%-35.4pp | 35.91%-42.3pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,258 | $3,489-63.9% | $2,836-55.6% | $4,740-73.5% |
| Participant deferral / active EE | $3,265 | $5,338-38.8% | $4,656-29.9% | $6,400-49.0% |
| Admin fee / account holder | $678 | $10,926-93.8% | $7,493-91.0% | $11,426-94.1% |