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 | $61,078 | $100,754-39.4% | $86,677-29.5% | $134,475-54.6% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -15.73% | 29.04%-44.8pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,870 | $3,489-46.4% | $2,836-34.1% | $4,740-60.5% |
| Participant deferral / active EE | $3,884 | $5,338-27.2% | $4,656-16.6% | $6,400-39.3% |
| Admin fee / account holder | $4,898 | $10,926-55.2% | $7,493-34.6% | $11,426-57.1% |