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 | $59,928 | $100,754-40.5% | $86,677-30.9% | $134,475-55.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -1.55% | 29.04%-30.6pp | 35.91%-37.5pp | 417.96%-419.5pp |
| Employer contribution / active EE | $1,393 | $3,489-60.1% | $2,836-50.9% | $4,740-70.6% |
| Participant deferral / active EE | $1,775 | $5,338-66.8% | $4,656-61.9% | $6,400-72.3% |
| Admin fee / account holder | $48,787 | $10,926+346.5% | $7,493+551.1% | $11,426+327.0% |