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 | $146,093 | $93,024+57.0% | $77,024+89.7% | $134,475+8.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -9.94% | 62.60%-72.5pp | 42.32%-52.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $714 | $3,418-79.1% | $2,812-74.6% | $4,740-84.9% |
| Participant deferral / active EE | $4,757 | $5,238-9.2% | $4,426+7.5% | $6,400-25.7% |
| Admin fee / account holder | $1,279 | $6,944-81.6% | $5,425-76.4% | $11,426-88.8% |