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 | $42,549 | $43,723-2.7% | $121,196-64.9% | $64,186-33.7% |
| Participation rate | 93.5% | 58.3%+35.2pp | 71.7%+21.8pp | 69.6%+24.0pp |
| Annual return | -5.77% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $655 | $1,296-49.4% | $4,022-83.7% | $2,381-72.5% |
| Participant deferral / active EE | $1,679 | $2,280-26.3% | $3,344-49.8% | $3,470-51.6% |
| Admin fee / account holder | $1,005 | $3,501-71.3% | $5,019-80.0% | $4,888-79.4% |