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 | $52,786 | $100,754-47.6% | $86,677-39.1% | $134,475-60.7% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -18.54% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,202 | $3,489-36.9% | $2,836-22.4% | $4,740-53.5% |
| Participant deferral / active EE | $5,589 | $5,338+4.7% | $4,656+20.0% | $6,400-12.7% |
| Admin fee / account holder | $2,073 | $10,926-81.0% | $7,493-72.3% | $11,426-81.9% |