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 | $139,195 | $100,754+38.2% | $86,677+60.6% | $134,475+3.5% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.00% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,369 | $3,489-60.8% | $2,836-51.7% | $4,740-71.1% |
| Participant deferral / active EE | $2,615 | $5,338-51.0% | $4,656-43.8% | $6,400-59.1% |
| Admin fee / account holder | $651 | $10,926-94.0% | $7,493-91.3% | $11,426-94.3% |