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 | $39,497 | $100,754-60.8% | $86,677-54.4% | $134,475-70.6% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -14.33% | 29.04%-43.4pp | 35.91%-50.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,124 | $3,489-67.8% | $2,836-60.4% | $4,740-76.3% |
| Participant deferral / active EE | $2,156 | $5,338-59.6% | $4,656-53.7% | $6,400-66.3% |
| Admin fee / account holder | $1,147 | $10,926-89.5% | $7,493-84.7% | $11,426-90.0% |