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 | $46,351 | $100,754-54.0% | $86,677-46.5% | $134,475-65.5% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.73% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,540 | $3,489+30.1% | $2,836+60.1% | $4,740-4.2% |
| Participant deferral / active EE | $13,235 | $5,338+147.9% | $4,656+184.3% | $6,400+106.8% |
| Admin fee / account holder | $28,346 | $10,926+159.4% | $7,493+278.3% | $11,426+148.1% |