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 | $74,410 | $100,754-26.1% | $86,677-14.2% | $134,475-44.7% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -13.26% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,930 | $3,489-44.7% | $2,836-32.0% | $4,740-59.3% |
| Participant deferral / active EE | $5,838 | $5,338+9.4% | $4,656+25.4% | $6,400-8.8% |
| Admin fee / account holder | $427 | $10,926-96.1% | $7,493-94.3% | $11,426-96.3% |