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 | $36,415 | $100,754-63.9% | $86,677-58.0% | $134,475-72.9% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -12.92% | 29.04%-42.0pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,165 | $3,489-38.0% | $2,836-23.7% | $4,740-54.3% |
| Participant deferral / active EE | $2,927 | $5,338-45.2% | $4,656-37.1% | $6,400-54.3% |
| Admin fee / account holder | $2,270 | $10,926-79.2% | $7,493-69.7% | $11,426-80.1% |