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 | $50,081 | $100,754-50.3% | $86,677-42.2% | $134,475-62.8% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -10.57% | 29.04%-39.6pp | 35.91%-46.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,032 | $3,489-41.8% | $2,836-28.3% | $4,740-57.1% |
| Participant deferral / active EE | $3,766 | $5,338-29.4% | $4,656-19.1% | $6,400-41.1% |
| Admin fee / account holder | $17,005 | $10,926+55.6% | $7,493+126.9% | $11,426+48.8% |