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 | $43,567 | $100,754-56.8% | $86,677-49.7% | $134,475-67.6% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -14.60% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,424 | $3,489-59.2% | $2,836-49.8% | $4,740-70.0% |
| Participant deferral / active EE | $2,274 | $5,338-57.4% | $4,656-51.2% | $6,400-64.5% |
| Admin fee / account holder | $26,091 | $10,926+138.8% | $7,493+248.2% | $11,426+128.3% |