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 | $45,560 | $100,754-54.8% | $86,677-47.4% | $134,475-66.1% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -17.93% | 29.04%-47.0pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,190 | $3,489-65.9% | $2,836-58.0% | $4,740-74.9% |
| Participant deferral / active EE | $5,795 | $5,338+8.6% | $4,656+24.5% | $6,400-9.4% |
| Admin fee / account holder | $8,689 | $10,926-20.5% | $7,493+16.0% | $11,426-24.0% |