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 | $65,032 | $100,754-35.5% | $86,677-25.0% | $134,475-51.6% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -16.37% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,015 | $3,489-42.3% | $2,836-29.0% | $4,740-57.5% |
| Participant deferral / active EE | $2,958 | $5,338-44.6% | $4,656-36.5% | $6,400-53.8% |
| Admin fee / account holder | $885 | $10,926-91.9% | $7,493-88.2% | $11,426-92.3% |