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 | $55,175 | $100,754-45.2% | $86,677-36.3% | $134,475-59.0% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -17.22% | 29.04%-46.3pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,150 | $3,489-67.0% | $2,836-59.5% | $4,740-75.7% |
| Participant deferral / active EE | $3,768 | $5,338-29.4% | $4,656-19.1% | $6,400-41.1% |
| Admin fee / account holder | $731 | $10,926-93.3% | $7,493-90.2% | $11,426-93.6% |