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 | $30,637 | $100,754-69.6% | $86,677-64.7% | $134,475-77.2% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -18.45% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,023 | $3,489-13.4% | $2,836+6.6% | $4,740-36.2% |
| Participant deferral / active EE | $3,759 | $5,338-29.6% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $2,289 | $10,926-79.1% | $7,493-69.5% | $11,426-80.0% |