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 | $72,942 | $100,754-27.6% | $86,677-15.8% | $134,475-45.8% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -16.15% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,484 | $3,489-57.5% | $2,836-47.7% | $4,740-68.7% |
| Participant deferral / active EE | $2,189 | $5,338-59.0% | $4,656-53.0% | $6,400-65.8% |
| Admin fee / account holder | $638 | $10,926-94.2% | $7,493-91.5% | $11,426-94.4% |