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 | $75,583 | $100,754-25.0% | $86,677-12.8% | $134,475-43.8% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -14.74% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,294 | $3,489-34.2% | $2,836-19.1% | $4,740-51.6% |
| Participant deferral / active EE | $4,488 | $5,338-15.9% | $4,656-3.6% | $6,400-29.9% |
| Admin fee / account holder | $6,036 | $10,926-44.8% | $7,493-19.5% | $11,426-47.2% |