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 | $59,481 | $100,754-41.0% | $86,677-31.4% | $134,475-55.8% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -10.70% | 29.04%-39.7pp | 35.91%-46.6pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,102 | $3,489+17.6% | $2,836+44.6% | $4,740-13.4% |
| Participant deferral / active EE | $6,128 | $5,338+14.8% | $4,656+31.6% | $6,400-4.2% |
| Admin fee / account holder | $18,094 | $10,926+65.6% | $7,493+141.5% | $11,426+58.4% |