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 | $38,176 | $100,754-62.1% | $86,677-56.0% | $134,475-71.6% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -18.99% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,235 | $3,489-64.6% | $2,836-56.5% | $4,740-73.9% |
| Participant deferral / active EE | $3,221 | $5,338-39.7% | $4,656-30.8% | $6,400-49.7% |
| Admin fee / account holder | $656 | $10,926-94.0% | $7,493-91.2% | $11,426-94.3% |