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 | $70,639 | $100,754-29.9% | $86,677-18.5% | $134,475-47.5% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -18.51% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,193 | $3,489+48.8% | $2,836+83.1% | $4,740+9.6% |
| Participant deferral / active EE | $5,740 | $5,338+7.5% | $4,656+23.3% | $6,400-10.3% |
| Admin fee / account holder | $4,691 | $10,926-57.1% | $7,493-37.4% | $11,426-58.9% |