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 | $67,306 | $127,100-47.0% | $105,738-36.3% | $135,375-50.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -6.76% | 4.49%-11.3pp | 6.27%-13.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,616 | $4,107-60.7% | $3,268-50.6% | $4,779-66.2% |
| Participant deferral / active EE | $1,938 | $5,064-61.7% | $4,080-52.5% | $5,609-65.4% |
| Admin fee / account holder | $1,945 | $9,087-78.6% | $6,913-71.9% | $10,827-82.0% |