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 | $55,083 | $100,754-45.3% | $86,677-36.5% | $134,475-59.0% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -16.21% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,264 | $3,489-63.8% | $2,836-55.4% | $4,740-73.3% |
| Participant deferral / active EE | $6,351 | $5,338+19.0% | $4,656+36.4% | $6,400-0.8% |
| Admin fee / account holder | $1,154 | $10,926-89.4% | $7,493-84.6% | $11,426-89.9% |