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 | $37,715 | $100,754-62.6% | $86,677-56.5% | $134,475-72.0% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -15.59% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,617 | $3,489-53.6% | $2,836-43.0% | $4,740-65.9% |
| Participant deferral / active EE | $2,258 | $5,338-57.7% | $4,656-51.5% | $6,400-64.7% |
| Admin fee / account holder | $1,874 | $10,926-82.8% | $7,493-75.0% | $11,426-83.6% |