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 | $72,114 | $100,754-28.4% | $86,677-16.8% | $134,475-46.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -10.52% | 29.04%-39.6pp | 35.91%-46.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,998 | $3,489-42.8% | $2,836-29.6% | $4,740-57.9% |
| Participant deferral / active EE | $6,107 | $5,338+14.4% | $4,656+31.2% | $6,400-4.6% |
| Admin fee / account holder | $528 | $10,926-95.2% | $7,493-93.0% | $11,426-95.4% |