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 | $48,136 | $100,754-52.2% | $86,677-44.5% | $134,475-64.2% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -14.28% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $6,542 | $3,489+87.5% | $2,836+130.6% | $4,740+38.0% |
| Participant deferral / active EE | $2,318 | $5,338-56.6% | $4,656-50.2% | $6,400-63.8% |
| Admin fee / account holder | $3,085 | $10,926-71.8% | $7,493-58.8% | $11,426-73.0% |