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 | $64,181 | $100,754-36.3% | $86,677-26.0% | $134,475-52.3% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -14.18% | 29.04%-43.2pp | 35.91%-50.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,041 | $3,489-41.5% | $2,836-28.0% | $4,740-56.9% |
| Participant deferral / active EE | $4,683 | $5,338-12.3% | $4,656+0.6% | $6,400-26.8% |
| Admin fee / account holder | $1,398 | $10,926-87.2% | $7,493-81.3% | $11,426-87.8% |