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 | $14,630 | $67,331-78.3% | $60,874-76.0% | $134,475-89.1% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -15.76% | 49.93%-65.7pp | 16.90%-32.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $807 | $3,096-73.9% | $2,701-70.1% | $4,740-83.0% |
| Participant deferral / active EE | $3,626 | $4,538-20.1% | $3,817-5.0% | $6,400-43.3% |
| Admin fee / account holder | $1,558 | $4,582-66.0% | $3,224-51.7% | $11,426-86.4% |