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 | $177,756 | $100,754+76.4% | $86,677+105.1% | $134,475+32.2% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -14.93% | 29.04%-44.0pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,834 | $3,489-18.8% | $2,836-0.1% | $4,740-40.2% |
| Participant deferral / active EE | $4,415 | $5,338-17.3% | $4,656-5.2% | $6,400-31.0% |
| Admin fee / account holder | $5,723 | $10,926-47.6% | $7,493-23.6% | $11,426-49.9% |