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 | $59,195 | $100,754-41.2% | $86,677-31.7% | $134,475-56.0% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -14.53% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,696 | $3,489-51.4% | $2,836-40.2% | $4,740-64.2% |
| Participant deferral / active EE | $4,239 | $5,338-20.6% | $4,656-8.9% | $6,400-33.8% |
| Admin fee / account holder | $945 | $10,926-91.4% | $7,493-87.4% | $11,426-91.7% |