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 | $40,421 | $100,754-59.9% | $86,677-53.4% | $134,475-69.9% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -10.14% | 29.04%-39.2pp | 35.91%-46.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,900 | $3,489-45.6% | $2,836-33.0% | $4,740-59.9% |
| Participant deferral / active EE | $2,678 | $5,338-49.8% | $4,656-42.5% | $6,400-58.2% |
| Admin fee / account holder | $4,251 | $10,926-61.1% | $7,493-43.3% | $11,426-62.8% |