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 | $66,192 | $100,754-34.3% | $86,677-23.6% | $134,475-50.8% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -15.51% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $825 | $3,489-76.3% | $2,836-70.9% | $4,740-82.6% |
| Participant deferral / active EE | $3,210 | $5,338-39.9% | $4,656-31.0% | $6,400-49.8% |
| Admin fee / account holder | $6,400 | $10,926-41.4% | $7,493-14.6% | $11,426-44.0% |