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 | $43,658 | $100,754-56.7% | $86,677-49.6% | $134,475-67.5% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -17.20% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,559 | $3,489+2.0% | $2,836+25.5% | $4,740-24.9% |
| Participant deferral / active EE | $6,560 | $5,338+22.9% | $4,656+40.9% | $6,400+2.5% |
| Admin fee / account holder | $7,867 | $10,926-28.0% | $7,493+5.0% | $11,426-31.1% |