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 | $84,772 | $100,754-15.9% | $86,677-2.2% | $134,475-37.0% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.94% | 29.04%-45.0pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,494 | $3,489+0.1% | $2,836+23.2% | $4,740-26.3% |
| Participant deferral / active EE | $8,320 | $5,338+55.9% | $4,656+78.7% | $6,400+30.0% |
| Admin fee / account holder | $2,322 | $10,926-78.8% | $7,493-69.0% | $11,426-79.7% |