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 | $48,343 | $100,754-52.0% | $86,677-44.2% | $134,475-64.1% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -1.17% | 29.04%-30.2pp | 35.91%-37.1pp | 417.96%-419.1pp |
| Employer contribution / active EE | $1,583 | $3,489-54.6% | $2,836-44.2% | $4,740-66.6% |
| Participant deferral / active EE | $3,193 | $5,338-40.2% | $4,656-31.4% | $6,400-50.1% |
| Admin fee / account holder | $7,180 | $10,926-34.3% | $7,493-4.2% | $11,426-37.2% |