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 | $82,784 | $100,754-17.8% | $86,677-4.5% | $134,475-38.4% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -11.36% | 29.04%-40.4pp | 35.91%-47.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,721 | $3,489-22.0% | $2,836-4.1% | $4,740-42.6% |
| Participant deferral / active EE | $8,165 | $5,338+53.0% | $4,656+75.4% | $6,400+27.6% |
| Admin fee / account holder | $13,547 | $10,926+24.0% | $7,493+80.8% | $11,426+18.6% |