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 | $47,550 | $175,600-72.9% | $129,110-63.2% | $134,475-64.6% |
| Participation rate | 77.8% | 81.6%-3.8pp | 77.3%+0.5pp | 81.2%-3.4pp |
| Annual return | -13.32% | -11.39%-1.9pp | -10.94%-2.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,970 | $6,355-53.3% | $5,052-41.2% | $4,740-37.3% |
| Participant deferral / active EE | $3,272 | $7,975-59.0% | $6,542-50.0% | $6,400-48.9% |
| Admin fee / account holder | $1,750 | $23,567-92.6% | $14,302-87.8% | $11,426-84.7% |