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 | $69,056 | $127,100-45.7% | $105,738-34.7% | $135,375-49.0% |
| Participation rate | 93.3% | 82.7%+10.6pp | 76.3%+17.0pp | 82.6%+10.7pp |
| Annual return | -5.41% | 4.49%-9.9pp | 6.27%-11.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,490 | $4,107-39.4% | $3,268-23.8% | $4,779-47.9% |
| Participant deferral / active EE | $6,726 | $5,064+32.8% | $4,080+64.9% | $5,609+19.9% |
| Admin fee / account holder | $2,477 | $9,087-72.7% | $6,913-64.2% | $10,827-77.1% |