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 | $68,100 | $100,754-32.4% | $86,677-21.4% | $134,475-49.4% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -16.62% | 29.04%-45.7pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,426 | $3,489-30.5% | $2,836-14.5% | $4,740-48.8% |
| Participant deferral / active EE | $5,689 | $5,338+6.6% | $4,656+22.2% | $6,400-11.1% |
| Admin fee / account holder | $9,187 | $10,926-15.9% | $7,493+22.6% | $11,426-19.6% |