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 | $43,498 | $100,754-56.8% | $86,677-49.8% | $134,475-67.7% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -8.99% | 29.04%-38.0pp | 35.91%-44.9pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,183 | $3,489-66.1% | $2,836-58.3% | $4,740-75.0% |
| Participant deferral / active EE | $3,732 | $5,338-30.1% | $4,656-19.8% | $6,400-41.7% |
| Admin fee / account holder | $1,742 | $10,926-84.1% | $7,493-76.7% | $11,426-84.8% |