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 | $70,224 | $100,754-30.3% | $86,677-19.0% | $134,475-47.8% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -16.92% | 29.04%-46.0pp | 35.91%-52.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,761 | $3,489-49.5% | $2,836-37.9% | $4,740-62.8% |
| Participant deferral / active EE | $3,347 | $5,338-37.3% | $4,656-28.1% | $6,400-47.7% |
| Admin fee / account holder | $13,126 | $10,926+20.1% | $7,493+75.2% | $11,426+14.9% |