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 | $38,303 | $100,754-62.0% | $86,677-55.8% | $134,475-71.5% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -16.80% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,282 | $3,489-63.3% | $2,836-54.8% | $4,740-73.0% |
| Participant deferral / active EE | $4,732 | $5,338-11.4% | $4,656+1.6% | $6,400-26.1% |
| Admin fee / account holder | $1,862 | $10,926-83.0% | $7,493-75.1% | $11,426-83.7% |