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 | $41,117 | $110,094-62.7% | $151,611-72.9% | $68,494-40.0% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.6pp | 67.9%+30.2pp |
| Annual return | -16.05% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,312 | $4,471-48.3% | $6,166-62.5% | $2,596-10.9% |
| Participant deferral / active EE | $5,199 | $6,527-20.4% | $8,363-37.8% | $4,027+29.1% |
| Admin fee / account holder | $627 | $7,719-91.9% | $11,616-94.6% | $5,403-88.4% |