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 | $67,794 | $100,754-32.7% | $86,677-21.8% | $134,475-49.6% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -16.75% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,542 | $3,489-27.2% | $2,836-10.4% | $4,740-46.4% |
| Participant deferral / active EE | $3,205 | $5,338-40.0% | $4,656-31.2% | $6,400-49.9% |
| Admin fee / account holder | $15,894 | $10,926+45.5% | $7,493+112.1% | $11,426+39.1% |