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 | $41,918 | $100,754-58.4% | $86,677-51.6% | $134,475-68.8% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -11.82% | 29.04%-40.9pp | 35.91%-47.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $8,780 | $3,489+151.6% | $2,836+209.5% | $4,740+85.2% |
| Participant deferral / active EE | $4,959 | $5,338-7.1% | $4,656+6.5% | $6,400-22.5% |
| Admin fee / account holder | $2,933 | $10,926-73.2% | $7,493-60.9% | $11,426-74.3% |