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 | $47,912 | $100,754-52.4% | $86,677-44.7% | $134,475-64.4% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -11.09% | 29.04%-40.1pp | 35.91%-47.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,423 | $3,489-30.6% | $2,836-14.6% | $4,740-48.9% |
| Participant deferral / active EE | $5,013 | $5,338-6.1% | $4,656+7.7% | $6,400-21.7% |
| Admin fee / account holder | $2,000 | $10,926-81.7% | $7,493-73.3% | $11,426-82.5% |