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 | $43,739 | $100,754-56.6% | $86,677-49.5% | $134,475-67.5% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -17.98% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,065 | $3,489-40.8% | $2,836-27.2% | $4,740-56.4% |
| Participant deferral / active EE | $5,732 | $5,338+7.4% | $4,656+23.1% | $6,400-10.4% |
| Admin fee / account holder | $1,025 | $10,926-90.6% | $7,493-86.3% | $11,426-91.0% |