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 | $99,443 | $100,754-1.3% | $86,677+14.7% | $134,475-26.1% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -2.85% | 29.04%-31.9pp | 35.91%-38.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $1,792 | $3,489-48.6% | $2,836-36.8% | $4,740-62.2% |
| Participant deferral / active EE | $8,422 | $5,338+57.8% | $4,656+80.9% | $6,400+31.6% |
| Admin fee / account holder | $8,201 | $10,926-24.9% | $7,493+9.4% | $11,426-28.2% |