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 | $115,564 | $117,690-1.8% | $71,735+61.1% | $134,475-14.1% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -15.34% | 25.44%-40.8pp | 9.14%-24.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $906 | $2,525-64.1% | $1,704-46.9% | $4,740-80.9% |
| Participant deferral / active EE | $1,050 | $3,759-72.1% | $2,658-60.5% | $6,400-83.6% |
| Admin fee / account holder | $847 | $6,379-86.7% | $3,974-78.7% | $11,426-92.6% |